Category: Fund of Funds-Domestic-Hybrid |
Launch Date: 30-04-2014 |
Asset Class: Mixed Asset |
Benchmark: BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00) |
Expense Ratio: 1.35% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 3.93 Cr As on (30-04-2025) |
Turn over: |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HSBC Aggressive Hybrid Active FOF - Growth | 13.97 | 22.16 | 27.14 | 19.04 | 20.91 |
Benchmark | - | - | - | - | - |
Fund of Funds-Domestic-Hybrid | 12.01 | 15.69 | 17.49 | 11.22 | 12.29 |
FM 1 - Gautam Bhupal
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
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HSBC Aggressive Hybrid Active FOF - Growth | 10.4 | 0.88 | 2.49 | 0.85 | - | - |
Fund of Funds-Domestic-Hybrid | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
HSBC Aggressive Hybrid Active FOF Gr | 30-04-2014 | 13.97 | 23.53 | 22.16 | 27.14 | 19.04 |
Franklin India Multi Asset Solution FOF Gr | 05-11-2014 | 15.78 | 16.32 | 13.32 | 16.09 | 7.19 |
Nippon India Multi Asset Active FoF Reg Gr | 07-02-2021 | 15.07 | 23.05 | 20.85 | 0.0 | 0.0 |
ICICI Pru Passive Multi-Asset FOF Gr | 13-01-2022 | 13.24 | 15.31 | 14.37 | 0.0 | 0.0 |
HSBC Multi Asset Active FOF Gr | 30-04-2014 | 13.22 | 19.8 | 18.15 | 21.42 | 13.42 |
Motilal Oswal Asset Allocation FOF- C Reg Gr | 12-03-2021 | 13.21 | 15.21 | 13.3 | 0.0 | 0.0 |
Motilal Oswal Asset Allocation FOF- A Reg Gr | 10-03-2021 | 13.16 | 18.86 | 16.0 | 0.0 | 0.0 |
Quantum Multi Asset FOFs Reg Gr | 05-04-2017 | 13.12 | 14.37 | 12.88 | 12.35 | 0.0 |
HDFC Multi-Asset Active FOF Gr | 01-05-2021 | 12.79 | 18.24 | 16.95 | 0.0 | 0.0 |
ICICI Pru Asset Allocator Fund FOF Gr | 10-12-2003 | 12.25 | 16.26 | 14.74 | 17.49 | 12.03 |
Portfolio as on