HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)
HSBC Mutual Fund · Domestic FoF · Direct plan, growth option
| Period | Scheme | Category median | Multi-asset / allocation FoF median |
|---|---|---|---|
| 1 month | -3.8% | -3.7% | -3.9% |
| 3 months | -0.9% | -0.9% | -1.3% |
| 6 months | 8.5% | 3.1% | 5.0% |
| Year to date | 2.9% | 2.0% | -0.6% |
| 1 year | 9.7% | 5.4% | 4.5% |
| 3 years (CAGR) | 14.4% | 12.5% | 11.9% |
| 5 years (CAGR) | 11.6% | 10.2% | 10.2% |
| 7 years (CAGR) | 14.2% | 13.9% | 12.3% |
| 10 years (CAGR) | 11.9% | 11.8% | 11.0% |
| Since first NAV (CAGR) | 12.5% | – | – |
“Multi-asset / allocation FoF” is MFIC's grouping of Domestic FoF schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 11.6% | 9.6% |
| 3Y rolling median | 12.6% | 13.3% |
| 3Y rolling worst | -2.9% | 4.8% |
| 3Y periods positive | 99% | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | 11.9% | 11.8% |
| 5Y rolling worst | 2.2% | 3.7% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 11.5% | 14.1% |
| Sharpe ratio | 0.74 | 0.63 |
| Sortino ratio | 1.09 | 0.93 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −25.4% | −19.5% |
| Maximum drawdown, last 10Y | −25.4% | −24.1% |
| Maximum drawdown, last 5Y | −15.0% | −14.9% |
| Current drawdown | −5.0% | −8.8% |
| Recovery time of worst fall | 199 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | 2.9% | n/a | – |
| 2025 | 15.2% | n/a | – |
| 2024 | 17.1% | n/a | – |
| 2023 | 21.7% | n/a | – |
| 2022 | 0.1% | n/a | – |
| 2021 | 22.6% | n/a | – |
| 2020 | 17.1% | n/a | – |
| 2019 | 7.8% | n/a | – |
| 2018 | -3.5% | n/a | – |
| 2017 | 25.6% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,279 | 5.1% |
| 3 years | ₹3,60,000 | ₹4,26,231 | 11.3% |
| 5 years | ₹6,00,000 | ₹8,33,708 | 13.1% |
| 10 years | ₹12,00,000 | ₹23,51,218 | 12.9% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) | Domestic FoF | 0.96 | 11.6% |
| Nippon India Multi - Asset Omni FoF | Domestic FoF | 0.94 | 15.3% |
| Aditya Birla Sun Life Multi Asset Omni FoF | Domestic FoF | 0.94 | 15.6% |
| Bandhan Multi-Asset Passive FOF | Domestic FoF | 0.94 | 8.8% |
| Edelweiss NIFTY Large Midcap 250 Index Fund | Index Fund | 0.94 | 10.1% |
| Kotak Multi Asset Omni FOF | Domestic FoF | 0.93 | 14.2% |
- What is the latest NAV of HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)?
- The NAV of the Direct plan (growth option) was ₹43.3649 on 2 Oct 2026, as published by AMFI.
- Which category is HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) in?
- It is classified as Domestic FoF in AMFI's daily NAV file. MFIC compares it with 154 Domestic FoF schemes (Direct plans).
- What returns has HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) delivered?
- Over one year the NAV changed by 9.7%. The 3-year CAGR is 14.4% (category median 12.5%) and the 5-year CAGR is 11.6% (category median 10.2%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 12.6%, the lowest was -2.9%, and 99% of 3-year periods ended with a gain.
- What was the largest fall in HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)'s NAV?
- The largest peak-to-trough fall in its available history was 25.4%; within the last five years it was 15.0% (category median 14.9%).
- How volatile is HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)?
- Its annualised standard deviation of monthly returns over the last 36 months is 11.5%, which is below the Domestic FoF category median of 14.1%.
- What would a monthly SIP in HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 5 years (60 instalments, ₹6,00,000 invested) would have been worth about ₹8,33,708 on 2 Oct 2026, an annualised return (XIRR) of 13.1%. This uses the Direct plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by 9.7% and the Regular plan's by 9.5%. The Regular plan includes the services of a distributor.
Every Monday: this scheme's NAV, 1-month and 1-year return beside its category median, 3-year CAGR and how far it is below its peak. Add more schemes from their pages or from your MFIC watchlist. Free; unsubscribe from any email.