HSBC Multi Asset Active FOF IDCW
Fund House: HSBC Mutual Fund| Category: Fund of Funds-Domestic-Hybrid |
| Launch Date: 30-04-2014 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 1.08% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 57 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit Load :(i) In respect of each purchase / switch-in of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. (ii) No Exit Load will be charged, if Units are redeemed/switched-out after 1 year from the date of allotment. The exit loads set forth above is subject to change at the discretion of the AMC and such changes shall be implemented prospectively |
27.6972
0.09 (0.3267%)
11.8%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 8.55 |
| Sharpe Ratio | 0.82 |
| Alpha | 1.57 |
| Beta | 0.7 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Multi Asset Active FOF IDCW | 30-04-2014 | 9.11 | 16.03 | 15.37 | 18.23 | 10.84 |
| Franklin India Multi - Asset Solution Fund of Funds- Growth Plan | 05-11-2014 | 15.41 | 16.45 | 14.07 | 16.36 | 7.33 |
| HSBC Aggressive Hybrid Active FOF - Growth | 30-04-2014 | 13.81 | 24.24 | 23.77 | 28.17 | 19.12 |
| Nippon India Multi Asset Active FoF - Regular Plan - Growth Option | 07-02-2021 | 13.53 | 23.38 | 21.32 | - | - |
| Quantum Multi Asset Fund of Funds - Regular Plan Growth Option | 05-04-2017 | 12.88 | 14.75 | 13.55 | 13.03 | - |
| HDFC Multi-Asset Active FOF - Growth Option | 01-05-2021 | 12.73 | 18.76 | 17.84 | - | - |
| HSBC Multi Asset Active FOF - Growth | 30-04-2014 | 12.6 | 20.07 | 19.2 | 22.05 | 13.47 |
| Motilal Oswal Asset Allocation FOF- A- Regular Growth | 10-03-2021 | 12.6 | 19.52 | 17.12 | - | - |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 13-01-2022 | 12.56 | 15.43 | 15.42 | - | - |
| Motilal Oswal Asset Allocation FOF- C- Regular Growth | 12-03-2021 | 12.33 | 15.29 | 13.75 | - | - |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
