Vijay Malik
Financial Services
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Financial Services
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Screen and compare 1,800+ SEBI-regulated mutual fund schemes across every Asset Management Company (AMC) in India. Filter by category — Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS, Hybrid, Debt, and more — or narrow by plan type (Regular/Direct), option (Growth/IDCW), returns, risk level, and AUM.
Every scheme on this screener is sourced directly from AMFI India's official NAVOpen daily files and scheme master, refreshed every business day. Returns are computed as trailing CAGR from NAV history — not taken from AMC marketing materials. Risk metrics (standard deviation, Sharpe ratio, maximum drawdown) are calculated using the same institutional mathematics used by portfolio management services.
This screener shows only Direct-Growth plans by default — the plan type where 100% of returns stay with you, with no distributor commission embedded in the expense ratio. Use the plan and option filters to view Regular plans or IDCW (dividend) options. All data is for educational and research purposes only. Mutual fund investments are subject to market risks.
HSBC Mutual Fund
HSBC Mutual Fund · Direct · 4+ years of NAV data
Aggressive hybrid funds maintain 65–80% allocation to equities and 20–35% in debt instruments. This structure qualifies them for equity taxation (LTCG at 12.5% after one year, with ₹1.25 lakh annual exemption) while the debt sleeve provides a cushion during sharp market corrections. The debt allocation gives fund managers dry powder to rebalance into equities during drawdowns — a systematic buy-low mechanism. Aggressive hybrid funds are often recommended for first-time equity investors who want market participation but are not yet comfortable with 100% equity volatility. They are also used as accumulation vehicles by investors 3–5 years away from a financial goal, where pure equity exposure starts to carry too much sequencing risk. The downside versus pure equity: in strong bull markets, the debt drag reduces participation in upside. Over full market cycles, top-quartile aggressive hybrid funds have demonstrated competitive returns versus large cap funds with meaningfully lower maximum drawdowns.
Risk profile: This fund is classified as High riskunder SEBI's riskometer. Standard deviation: 12.91%. Maximum drawdown: 21.37%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.