HSBC Multi Asset Active Fund of Funds
Direct · Growth ₹42.80
03 Nov 2026
NAV
12.3%
3Y CAGR
11.8%
5Y CAGR
12.2%
10Y CAGR
12.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.82
Sharpe
-25.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.55%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 12.9% | -39.4% | 61.9% |
| 3 Years | ₹36.00 L | ₹43.83 L | 12.7% | -13.0% | 25.4% |
| 5 Years | ₹60.00 L | ₹82.71 L | 12.3% | -3.6% | 19.8% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.2% | 8.5% | 17.3% |
| 10 Years | ₹1.20 Cr | ₹2.40 Cr | 13.3% | 11.2% | 14.9% |
| 12 Years | ₹1.44 Cr | ₹3.27 Cr | 13.0% | 11.8% | 13.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 12.9% | 19.3% |
| 3 Years | 12.7% | 27.4% |
| 5 Years | 12.3% | 16.8% |
| 7 Years | 13.2% | 12.5% |
| 10 Years | 13.3% | 12.6% |
| 12 Years | 13.0% | 13.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.6% | 11.5% | -19.8% | 59.8% | 0.52 | 1.40 | 87% | — | — |
| 3 Years | 12.3% | 12.7% | -2.9% | 22.4% | 1.33 | 4.39 | 99% | — | — |
| 5 Years | 11.8% | 11.8% | 2.1% | 20.4% | 1.54 | 13.14 | 100% | — | — |
| 10 Years | 12.2% | 12.3% | 10.2% | 14.3% | 7.82 | — | 100% | — | — |
-25.4%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.48
3Y
0.46
5Y
0.47
7Y
0.48
10Y
0.48
12Y