The HSBC Aggressive Hybrid Fund (IDCW Payout) is designed for investors seeking a balanced approach to growth and income. This fund invests in a mix of equities and fixed-income securities, making it ideal for those looking to enhance their portfolio's potential returns while managing risk. With a focus on long-term capital appreciation, it caters to aggressive investors who are comfortable with market fluctuations. By opting for the IDCW payout option, investors can enjoy regular income distributions while benefiting from the fund's growth potential.

Balanced investment in equities and fixed income
Ideal for aggressive investors
Focus on long-term capital appreciation
Regular income through IDCW payouts
Managed by experienced fund managers
Diversification to mitigate risks

Investment Thesis

HSBC Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a suitable choice for investors seeking stability and growth.

Backed by HSBC, a globally trusted financial institution.
Significant growth in digital services enhances customer engagement.
Valuation metrics indicate it is competitively priced against similar funds.
Hybrid structure provides a cushion against market volatility.
Ideal for investors looking for a mix of growth and income.

Opportunity vs Risk

Opportunities

Potential for high returns
Diversified investment portfolio
Regular income through payouts
Strong fund management team
Growing market presence

Risks ⚠️

Market volatility impact
Interest rate fluctuations
Credit risk from underlying assets
Liquidity concerns during downturns
Regulatory changes affecting funds

Peer Perspective

HSBC Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity and ICICI Prudential Balanced Advantage. A rerating could occur with improved margin stability and consistent growth in AUM.

📊 Stock Investment Checklist (100 Points)

HSBC Aggressive Hybrid Fund(IDCW Payout) • Updated: 2025-10-01 03:00:14

10

Business
High

The fund operates in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

Valuation ratios are in line with peers, but slightly on the higher side.
7

Balance
High

Debt levels are manageable with good liquidity.
6

Governance
Good

Promoter holding is stable, but some concerns over disclosures.
5

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with consistent growth and manageable risks, but some concerns in governance and valuation need to be monitored.