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HSBC Multi Asset Active FOF Direct Plan IDCW

HSBC · Multi Asset
Moderate
₹20.30
Current NAV
30 Oct 2026
-3.6%
1Y Return
8.3%
3Y CAGR
4.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.80).
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.80
Sharpe Ratio
1.00
Beta
6.80
Alpha
0.88
Sortino
Fund Details
Fund House HSBC
Category Multi Asset
AUM ₹3850 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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