Home› Funds› HSBC Multi Asset Active FOF - Growth Direct

HSBC Multi Asset Active FOF - Growth Direct

HSBC · Multi Asset
Moderate
₹43.54
Current NAV
25 Jun 2026
16.5%
1Y Return
23.5%
3Y CAGR
17.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
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
SIP Calculator Compare Funds
Similar Funds in Multi Asset
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth
Edelweiss
₹12.52 31.9%
Bandhan Multi Asset Allocation Fund - Regular Plan - IDCW
Bandhan
₹13.15 31.8%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Nippon India
₹24.41 31.7%
Bandhan Multi Asset Allocation Fund - Direct Plan - IDCW
Bandhan
₹13.65 31.6%