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HSBC Multi Asset Active FOF - Growth Direct

HSBC · Multi Asset
Moderate
₹42.26
Current NAV
30 Oct 2026
4.3%
1Y Return
14.1%
3Y CAGR
10.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • 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
1.95
Sharpe Ratio
1.25
Beta
-0.55
Alpha
2.63
Sortino
Fund Details
Fund House HSBC
Category Multi Asset
AUM ₹8000 Cr
Expense Ratio 0.35%
Min SIP ₹500
Min Lumpsum ₹1000
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