MonitorDirect · Growth
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)
HSBC Mutual FundFund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)12.4 years
- NAV
- 43.9442
- 15 Sept 2026
- 1Y
- +12.1%
- Trailing CAGR
- AUM
- ₹106.68 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.0% annualized
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+12.1%
- 3Y+14.4%
- 5Y+11.8%
- 10Y+12.1%
- SI+12.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.9%
- 3Y+12.5%
- 5Y+13.8%
- 10Y+13.3%
- Since inception
- +12.7%
- Calendar-day CAGR
- Excess 1Y
- +5.9%
- Category median, same plan and option
- 3Y win rate
- +55%
- Windows beating the median
- 3Y percentile
- 44
- Vs comparable share classes
- Worst rolling 3Y
- -2.9%
- 2275 daily-ending windows
- Median rolling 3Y
- +12.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1793 daily-ending windows
- SIP 3Y XIRR
- +12.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 170 recovered episodes
- Longest recovery
- 328 days
- Trough to prior peak
- Current spell
- 20 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
12 Feb 2020 – 8 Oct 2020
Trough 23 Mar 2020 · recovered in 199 days
-25.4%
17 Jan 2022 – 11 May 2023
Trough 17 Jun 2022 · recovered in 328 days
-15.0%
29 Jan 2026 – 5 Aug 2026
Trough 23 Mar 2026 · recovered in 135 days
-12.9%
23 Jan 2018 – 27 May 2019
Trough 26 Oct 2018 · recovered in 213 days
-11.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
87
Consistency
54
Risk-adjusted
60
Drawdown
37
Mean
56
Portfolio
31 Aug 2026 · 12 holdings · top 10 are 95.4%.
- Top 5
- 67.3%
- Top 10
- 95.4%
- Largest holding
- 13.7%
- Effective holdings
- 9.1
HSBC Large and Mid Cap Fund Direct - Growth
Unspecified
13.7%
HSBC India Opportunities Fund Direct-Growth
Unspecified
13.6%
HSBC Multi Cap Fund Direct - Growth
Unspecified
13.6%
HSBC Focused Fund Direct - Growth
Unspecified
13.5%
HSBC Value Fund Direct-Growth
Unspecified
13.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 55% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Silver ETF FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +72.5%
- 3Y
- +44.0%
- Vol
- 34.5%
- Max DD
- -45.3%
- Sharpe
- 0.83
- 3Y win
- +84%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Silver Fund of Fund
Axis Mutual Fund
- 1Y
- +73.8%
- 3Y
- +44.4%
- Vol
- 35.3%
- Max DD
- -46.1%
- Sharpe
- 1.04
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Gold ETF Fund of Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +34.8%
- 3Y
- n/a
- Vol
- 34.6%
- Max DD
- -26.0%
- Sharpe
- 1.12
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset S&P 500 Top 50 ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +42.2%
- 3Y
- +41.9%
- Vol
- 24.9%
- Max DD
- -29.9%
- Sharpe
- 0.95
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
UTI Silver ETF Fund of Fund
UTI Mutual Fund
- 1Y
- +73.1%
- 3Y
- +44.4%
- Vol
- 38.2%
- Max DD
- -45.5%
- Sharpe
- 0.84
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown