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HSBC Multi Asset Active FOF IDCW

HSBC · Multi Asset
Moderate
₹28.84
Current NAV
30 Oct 2026
-4.3%
1Y Return
4.0%
3Y CAGR
3.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.38).
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.88
Sharpe Ratio
1.18
Beta
3.38
Alpha
2.41
Sortino
Fund Details
Fund House HSBC
Category Multi Asset
AUM ₹8430 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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