HSBC Multi Asset Active FOF - Growth

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: 1.15% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 53.54 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year

33.1026

13.85%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 - Growth 30-04-2014 10.26 21.12 14.33 21.35 12.99
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 23.83 17.45 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.82 15.33 10.94 10.41 6.84
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 12.48 21.12 13.54 19.57 11.62
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.45 16.15 12.47 - -
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.67 19.16 14.81 - -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 11.56 25.47 18.01 27.77 18.55
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.53 14.41 10.99 12.87 -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 10.57 20.93 14.13 20.15 11.84
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 10.57 17.75 12.37 16.56 10.22

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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