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HSBC Mutual Fund

HSBC Multi Asset Active FOF IDCW

Open Ended Schemes(Other Scheme - FoF Domestic)Moderate Risk★★★★★ISIN INF336L01IE1
NAV · 03-Jul-2026
30.0493
1M
+1.71%
6M
-4.87%
1Y (CAGR)
+4.52%
3Y (CAGR)
+6.24%
5Y (CAGR)
+5.67%
Since inception (CAGR)
+9.45%

NAV history

26.8029.0431.2804-07-202303-07-202630.05
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
14.09%
Downside dev (3y)
15.78%
Max drawdown (3y)
-13.6%
Sharpe (3y)
-0.02
SIP XIRR (3y)
+2.96%
SIP XIRR (5y)
+4.72%
Calendar-year returns
2020 +16.4%2021 +21.9%2022 -0.5%2023 +13.3%2024 +6.2%2025 +5.1%

Fund facts

Fund managerGautam Bhupal
AUM₹980 Cr
Launch date09-Apr-2014
Plan typeOpen Ended · Others
Min lumpsum5000
Lock-inNone
Volatility11.04
AMCHSBC Asset Management (India) Private Ltd.

Objective · The aim of the fund is to generate long-term capital growth and generate income by investing in Equity, Debt & commodity-based schemes (including Gold /Silver ETFs) and money market instruments.

scheme documents ↗