HSBC Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and income. By investing in a mix of equity and debt instruments, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it offers an opportunity to benefit from market growth while maintaining a safety net through fixed-income assets. This fund matters for its potential to deliver attractive returns over the long term, making it a suitable choice for wealth creation.

Balanced investment in equity and debt
Designed for moderate to high-risk investors
Potential for capital appreciation
Offers regular income through dividends
Managed by experienced fund managers
Suitable for long-term wealth creation

Investment Thesis

HSBC Aggressive Hybrid Fund (IDCW) stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund offers a balanced approach to risk and return, making it a compelling choice for retail investors seeking stability and growth.

Strong backing from HSBC, a globally recognized financial institution.
Expanding digital services create a substantial growth runway.
Attractive valuation metrics compared to competing hybrid funds.
Diversified portfolio reduces risk while aiming for capital appreciation.
Ideal for investors looking for a blend of equity and debt exposure.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for high returns
Tax benefits on long-term gains
Strong historical performance
Access to professional management

Risks ⚠️

Market volatility impacts returns
Interest rate fluctuations
Credit risk in bond investments
Liquidity risk during market downturns
Management fees may reduce profits

Peer Perspective

HSBC Aggressive Hybrid Fund is currently trading at a slight premium compared to peers like ICICI Prudential and HDFC Hybrid. A rerating could occur if the fund demonstrates consistent margin stability and improved growth metrics.

📊 Stock Investment Checklist (100 Points)

HSBC Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 03:00:21

10

Business
High

The fund is 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

P/E and P/B ratios are reasonable compared to peers, but PEG indicates potential overvaluation.
7

Balance
High

Debt/equity ratio is manageable, with adequate reserves and liquidity.
6

Governance
Good

Promoter holding is strong, but some pledging exists.
8

Drivers
High

Several growth catalysts identified, but execution risks remain.
6

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 72 / 100 • Decent

The HSBC Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks and market conditions.