Navi Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund (Direct) and HSBC Aggressive Hybrid Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Aggressive Hybrid Fund schemes — see the best aggressive hybrid mutual funds for the full ranking.
Head to head
NAVs as of 16 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2022 – 16 Oct 2026, limited by HSBC Aggressive Hybrid Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Navi Aggressive Hybrid Fund | HSBC Aggressive Hybrid Fund | Nifty 50 TRI |
|---|---|---|---|
| 28 Nov 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 26 Mar 2023 | ₹95.02 | ₹95.37 | ₹91.68 |
| 22 Jul 2023 | ₹109.72 | ₹110.21 | ₹107.32 |
| 18 Nov 2023 | ₹113.18 | ₹115.60 | ₹107.72 |
| 15 Mar 2024 | ₹122.08 | ₹124.29 | ₹120.73 |
| 11 Jul 2024 | ₹136.31 | ₹149.76 | ₹133.83 |
| 06 Nov 2024 | ₹142.06 | ₹150.80 | ₹135.28 |
| 04 Mar 2025 | ₹128.20 | ₹128.72 | ₹122.54 |
| 30 Jun 2025 | ₹146.08 | ₹153.86 | ₹142.18 |
| 27 Oct 2025 | ₹148.67 | ₹160.11 | ₹145.31 |
| 22 Feb 2026 | ₹147.88 | ₹155.82 | ₹143.69 |
| 20 Jun 2026 | ₹154.20 | ₹163.02 | ₹135.51 |
| 16 Oct 2026 | ₹159.64 | ₹162.60 | ₹130.92 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 47 stocks only in Navi Aggressive Hybrid Fund
- 13 stocks in both — 17.3% of each portfolio by weight
- 49 stocks only in HSBC Aggressive Hybrid Fund
The more the circles overlap, the more the funds hold the same stocks.
Navi Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund share 17% of their equity book by weight.
Shared holdings — Navi Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund
| Stock | Navi Aggressive Hybrid Fund | HSBC Aggressive Hybrid Fund | |
|---|---|---|---|
| HDFC BANK LIMITED | 3.95% | 4.08% | 3.95% |
| ICICI BANK LIMITED | 2.80% | 6.25% | 2.80% |
| MULTI COMMODITY EXCHANGE OF INDIA LTD. | 2.54% | 1.72% | 1.72% |
| AXIS BANK LIMITED | 5.65% | 1.70% | 1.70% |
| MOTILAL OSWAL FINANCIAL SERVICES LIMITED | 1.47% | 1.93% | 1.47% |
| BHARTI AIRTEL LIMITED | 1.57% | 1.29% | 1.29% |
| 360 ONE WAM LIMITED | 1.28% | 1.34% | 1.28% |
| LARSEN & TOUBRO LIMITED | 1.65% | 0.76% | 0.76% |
| INTERGLOBE AVIATION LIMITED | 0.70% | 2.39% | 0.70% |
| RELIANCE INDUSTRIES LIMITED | 3.10% | 0.66% | 0.66% |
| CANARA ROBECO MUTUAL FUND | 1.73% | 0.55% | 0.55% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | 0.26% | 1.98% | 0.26% |
| TATA MOTORS LIMITED | 0.20% | 0.48% | 0.20% |
13 shared of 60 / 62 positions. Weights are shown as a share of each fund's equity book.
| Metric | Navi · Direct NAV ₹25.80 High risk ★★★★☆ | HSBC · Direct NAV ₹66.89 High risk ★★★☆☆ | Category median Aggressive Hybrid Fund · 29 funds |
|---|---|---|---|
| +8.42%Best in row | +1.63% | -1.56% | |
| +10.62% | — | +8.55% | |
| +11.86% | +13.34% | +12.10% | |
| +12.11% | — | — | |
| +14.51% | +14.91%Best in row | +14.30% | |
| +14.30% | — | +14.12% | |
| Risk | |||
| 11.50%Best in row | 13.62% | 10.70% | |
| 0.52Best in row | 0.44 | 0.35 | |
| 0.72Best in row | 0.58 | 0.48 | |
| -30.65% | -19.59% | -28.60% | |
| +5.37% | +6.02%Best in row | +3.65% | |
| 0.77 | 0.82 | 0.80 | |
| 92.1% | 99.8%Best in row | 92.4% | |
| 54.6%Best in row | 62.5% | 67.1% | |
| 0.69%Best in row | 0.97% | 1.08% | |
| ₹114.34Cr | ₹5,742Cr | ₹2,425Cr | |
| None | Up to 1.00% | — | |
| — | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| 34% | 28% | 83% | |
| Ashutosh Shirwaikar · 3.2y | Shriram Ramanathan · 10.4y | — | |
| 30 Apr 2018 | 07 Feb 2011 | — | |
| 60 | 63 | — | |
| 25.8% | 28.6% | — | |
| 5.7% | 2.1% | — | |
5 rows carry the same value for every fund — show
- 3Y return (CAGR)
- +12.46%
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty 50 TRI
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Navi Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
Over the last 3 years, Navi Aggressive Hybrid Fund returned +12.46% CAGR against HSBC Aggressive Hybrid Fund's +12.46%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Navi Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
Navi Aggressive Hybrid Fund has the lower expense ratio: Navi Aggressive Hybrid Fund charges 0.69% a year against HSBC Aggressive Hybrid Fund's 0.97%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Navi Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund has shown higher volatility (+13.62% annualized vs Navi Aggressive Hybrid Fund's +11.50%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Navi Aggressive Hybrid Fund -12.52% vs HSBC Aggressive Hybrid Fund -19.59%.
Which fund manages more money — Navi Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund is the larger fund: Navi Aggressive Hybrid Fund manages ₹114.34Cr against HSBC Aggressive Hybrid Fund's ₹5,742Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Navi Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund in the same category?
Yes — both are Aggressive Hybrid Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.