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HSBC Multi Asset Active FOF Direct Plan IDCW

HSBC · Multi Asset
Moderate
₹20.92
Current NAV
25 Jun 2026
26.0%
1Y Return
12.0%
3Y CAGR
16.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.80).
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
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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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