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HSBC Multi Asset Allocation Fund - Direct - Growth

HSBC · Multi Asset
Moderate
₹14.12
Current NAV
25 Jun 2026
26.4%
1Y Return
22.4%
3Y CAGR
16.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.84).
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
1.84
Sharpe Ratio
1.44
Beta
6.84
Alpha
2.28
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Fund Details
Fund House HSBC
Category Multi Asset
AUM ₹1390 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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