The HSBC Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and income. This fund invests in a mix of equity and debt instruments, aiming to provide capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it is suitable for long-term financial goals. With professional management and a diversified portfolio, this fund stands out as a reliable choice for wealth creation.

Balanced investment in equity and debt
Ideal for moderate to high-risk investors
Professional fund management
Diversified portfolio for risk mitigation
Aims for long-term capital appreciation

Investment Thesis

HSBC Aggressive Hybrid Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling choice for investors seeking stability and growth in the hybrid fund space.

Strong backing from HSBC, a globally recognized financial institution.
Increasing focus on digital services enhances operational efficiency and customer reach.
Competitive valuation offers an attractive entry point compared to similar funds.
Diversified portfolio mitigates risk while aiming for capital appreciation.
Proven track record of performance adds to investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for high returns
Suitable for aggressive investors
Tax benefits on long-term gains
Professional fund management

Risks ⚠️

Market volatility impacts returns
Higher risk due to aggressive strategy
Possible liquidity issues
Management fees can reduce profits
Economic downturns affect performance

Peer Perspective

HSBC Aggressive Hybrid Fund currently trades at a premium compared to peers like ICICI Prudential and HDFC Hybrid. A rerating could occur with improved margin stability and consistent growth in underlying assets.

📊 Stock Investment Checklist (100 Points)

HSBC Aggressive Hybrid Fund • Updated: 2025-09-29 13:31:50

10

Business
High

The fund is positioned 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 metrics are reasonable compared to peers, but some concerns on P/E.
7

Balance
High

Debt levels are manageable, with adequate liquidity.
6

Governance
Good

Promoter holding is stable, but there are minor concerns regarding 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 48 / 100 • Decent

The HSBC Aggressive Hybrid Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to some risks in execution and governance.