MonitorDirect · GrowthWatch before adding
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
HSBC Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas12.7 years
- NAV
- 37.276
- 29 Oct 2026
- 1Y
- +20.8%
- Trailing CAGR
- AUM
- ₹56.09 Cr
- 30 Jun 2026
- Volatility
- Medium
- 15.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 74% of rolling 3-year windows.
Prefer peers if · Prefer Axis NASDAQ 100 US Specific Equity Passive FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
12.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.82% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -27.3%. Ask whether you can hold through a similar fall.
Vs category
Pass
74% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+20.8%
- 3Y+26.3%
- 5Y+13.7%
- 10Y+12.8%
- SI+11.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.5%
- 3Y+25.2%
- 5Y+20.2%
- 10Y+14.1%
- Since inception
- +11.0%
- Calendar-day CAGR
- Excess 1Y
- +4.1%
- Category median, same plan and option
- 3Y win rate
- +74%
- Windows beating the median
- 3Y percentile
- 56
- Vs comparable share classes
- SIP 3Y XIRR
- +25.2%
- Simulated monthly SIP
- Worst rolling 3Y
- -2.6%
- 2236 daily-ending windows
- Median rolling 3Y
- +9.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1770 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -27.3%
- Worst peak-to-trough
- Current
- -11.6%
- Below last peak
- Current spell
- 148 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 21 days
- 113 recovered episodes
- Longest recovery
- 499 days
- Trough to prior peak
14 Jan 2020 – 29 Jul 2020
Trough 19 Mar 2020 · recovered in 132 days
-27.3%
11 Feb 2022 – 13 Mar 2024
Trough 31 Oct 2022 · recovered in 499 days
-25.2%
27 Apr 2015 – 13 Jan 2017
Trough 21 Jan 2016 · recovered in 358 days
-23.7%
7 Oct 2024 – 4 Jun 2025
Trough 9 Apr 2025 · recovered in 56 days
-18.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
56
Vs category
76
Consistency
72
Risk-adjusted
46
Drawdown
32
Mean
56
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 74% of rolling 3-year windows.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual Fund
- 1Y
- +21.3%
- 3Y
- +32.4%
- Vol
- 19.2%
- Max DD
- -23.0%
- Sharpe
- 1.31
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +21.5%
- 3Y
- +32.8%
- Vol
- 21.0%
- Max DD
- -23.0%
- Sharpe
- 1.01
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +27.0%
- 3Y
- +40.8%
- Vol
- 25.8%
- Max DD
- -27.2%
- Sharpe
- 1.15
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life US Equity Passive FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +21.5%
- 3Y
- +32.8%
- Vol
- 21.2%
- Max DD
- -28.9%
- Sharpe
- 0.63
- 3Y win
- +100%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Global Equity Alpha Fund of Fund
Axis Mutual Fund
- 1Y
- +15.3%
- 3Y
- +25.3%
- Vol
- 16.2%
- Max DD
- -19.9%
- Sharpe
- 0.75
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Lower trailing returns