HSBC Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
HSBC Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) are both Aggressive Hybrid funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +14.01% vs +9.88%, 5-year CAGR — vs —, volatility 13.91% vs 11.83%, maximum drawdown −19.59% vs −13.13%. Their portfolios overlap by 24% (23 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Fund house | HSBC Mutual Fund | Sundaram Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹68.6649 | ₹186.0607 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 28 Nov 2022 | 3 Jan 2022 |
| Track record | 3.9 yrs | 4.8 yrs |
| Fund size (AUM) | ₹5,652 Cr | ₹8,793 Cr |
| Securities held | 97 | 119 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 1 month | +1.08% | +3.88% |
| 3 months | +0.72% | −1.35% |
| 6 months | +5.28% | +1.15% |
| 1 year | +6.20% | −1.24% |
| 3 years (CAGR) | +14.01% | +9.88% |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +13.89% | +8.62% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 2026 (year to date) | +6.42% | −2.24% |
| 2025 | +2.49% | +5.61% |
| 2024 | +23.98% | +18.46% |
| 2023 | +25.59% | +18.21% |
Risk
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 13.91% | 11.83% |
| Downside volatility ⓘ | 9.90% | 8.54% |
| Sharpe ratio ⓘ | 0.54 | 0.29 |
| Sortino ratio ⓘ | 0.76 | 0.40 |
| Maximum drawdown ⓘ | −19.59% | −13.13% |
| Recovery from that fall | 7 months | 8 months |
| Current fall from peak | −1.29% | −3.12% |
| Rolling 1-year return: worst | −2.79% | −8.74% |
| Rolling 1-year return: median | +9.71% | +9.96% |
| Rolling 1-year return: best | +38.35% | +34.33% |
| Share of 1-year periods with a loss | 3.03% | 11.42% |
Against each fund's benchmark
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Beta ⓘ | 0.81 | 0.77 |
| Alpha (Jensen's, annualised) ⓘ | +4.46% | +0.47% |
| R² ⓘ | 73.17 | 93.20 |
| Upside capture | 99.14% | 83.96% |
| Downside capture | 72.12% | 75.09% |
| Tracking error | 7.80% | 4.60% |
| Information ratio | 0.57 | 0.06 |
| Treynor ratio | 7.92 | 2.87 |
Portfolio
Asset mix
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Equity | 74.59% | 72.64% |
| Debt | 20.13% | 20.15% |
| Cash & equivalents | 3.37% | 3.84% |
| REITs / InvITs | 1.91% | 1.91% |
| Mutual Fund Units | 0.00% | 1.42% |
Market-cap split (share of fund assets)
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Large Cap | 32.54% | 40.01% |
| Mid Cap | 19.95% | 16.41% |
| Small Cap | 18.35% | 13.14% |
| Unclassified | 3.75% | 3.10% |
Concentration
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Top 10 holdings | 27.58% | 29.62% |
| Effective number of stocks ⓘ | 67 | 63.8 |
| Securities held | 97 | 119 |
Portfolio overlap: 24%
23 companies are held by both funds; by weight, 24% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) |
|---|---|---|
| ICICI Bank Limited | 4.40% | 4.93% |
| HDFC Bank Limited | 3.16% | 2.90% |
| Eternal Limited | 2.69% | 2.61% |
| Cholamandalam Investment and Finance Company Ltd | 1.46% | 1.82% |
| Bharti Airtel Limited | 1.44% | 3.29% |
| Mahindra & Mahindra Limited | 1.24% | 1.54% |
| Billionbrains Garage Ventures Ltd | 1.68% | 1.17% |
| Multi Commodity Exchange of India Limited | 1.29% | 1.04% |
| InterGlobe Aviation Limited | 2.16% | 0.88% |
| National Bank For Agriculture and Rural Development (05/03/2027) | 0.86% | 0.83% |
| Sun Pharmaceutical Industries Limited | 0.77% | 1.10% |
| Prudent Corporate Advisory Services Limited | 0.73% | 0.66% |
| PB Fintech Limited | 0.63% | 1.09% |
| TD Power Systems Limited | 1.48% | 0.56% |
| Larsen & Toubro Limited | 0.55% | 3.36% |
Top 10 holdings
HSBC Aggressive Hybrid
- ICICI Bank Limited4.40%
- GE Vernova T&D India Limited3.49%
- HDFC Bank Limited3.16%
- Karur Vysya Bank Limited2.73%
- Eternal Limited2.69%
- CG Power and Industrial Solutions Limited2.67%
- Radico Khaitan Limited2.55%
- InterGlobe Aviation Limited2.16%
- Bharat Electronics Limited1.93%
- ICICI Prudential Asset Management Company Limited1.80%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
- ICICI Bank Limited4.93%
- Reliance Industries Limited3.66%
- Larsen & Toubro Limited3.36%
- Bharti Airtel Limited3.29%
- HDFC Bank Limited2.90%
- 6.48% Government of India (06/10/2035)2.82%
- Eternal Limited2.61%
- TVS Motor Company Ltd.2.12%
- Kotak Mahindra Bank Limited2.10%
- Cholamandalam Investment and Finance Company Ltd1.82%
Sector exposure
| HSBC Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Banks | 12.82% | 9.93% |
| Capital Markets | 10.02% | 2.87% |
| CRISIL AAA | 9.78% | 7.17% |
| Electrical Equipment | 9.15% | 2.66% |
| Retailing | 6.38% | 2.61% |
| Finance | 2.42% | 6.02% |
| Automobiles | 3.27% | 5.56% |
| Pharmaceuticals & Biotechnology | 3.95% | 5.20% |
| Sovereign | 2.27% | 5.18% |
| Industrial Products | 4.83% | 1.23% |
| Telecom - Services | 1.44% | 4.39% |
| IT - Software | 0.00% | 4.36% |
| Petroleum Products | 0.00% | 3.66% |
| Construction | 0.82% | 3.36% |
Questions people ask
What is the difference between HSBC Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return +6.20% vs −1.24%; 3-year CAGR +14.01% vs +9.88%; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do HSBC Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare on risk?
Volatility (36 monthly returns, annualised) 13.91% vs 11.83%; Sharpe ratio 0.54 vs 0.29; Sortino ratio 0.76 vs 0.40; maximum drawdown −19.59% vs −13.13%; beta 0.81 vs 0.77.
How much do HSBC Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) overlap?
By weight, 24% of the two portfolios is invested in the same companies; 23 stocks are held by both, the largest shared positions being ICICI Bank Limited, HDFC Bank Limited, Eternal Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of HSBC Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
HSBC Aggressive Hybrid: large cap 32.5%, mid cap 20.0%, small cap 18.4%. Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund): large cap 40.0%, mid cap 16.4%, small cap 13.1% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.