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HSBC Multi Asset Allocation Fund - Regular - Growth

HSBC · Multi Asset
Moderate
₹13.68
Current NAV
25 Jun 2026
23.1%
1Y Return
9.1%
3Y CAGR
13.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.51).
  • Very large asset base (AUM: ₹22,560 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.11%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.51
Sharpe Ratio
1.31
Beta
3.51
Alpha
0.57
Sortino
Fund Details
Fund House HSBC
Category Multi Asset
AUM ₹22560 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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