Mutual Funds
›
Multi Asset
›
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) - Direct Plan - Growth
Multi Asset · Hybrid
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.88
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.04
Downside-only Sharpe
Max Drawdown
-25.4%
Peak-to-trough · full history
Vol (3Y)
11.2%
Annualised σ of daily returns
Positive Days
58%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.88). Its worst peak-to-trough drop over the full history was 25.4% (moderate drawdowns) between 2020-02-12 and 2020-03-23. About 58% of trading days closed up. Profile: smooth NAV path.
YTD
+6.0%
Calendar YTD
1 Year
+12.8%
Trailing 12 mo
3 Year
+15.4%
CAGR
5 Year
+12.4%
CAGR
10 Year
+12.2%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2276 windows
- Best window CAGR
- +22.39%
- Median CAGR
- +12.59%
- Avg CAGR
- +12.23%
- Worst window CAGR
- -2.99%
- Positive windows
- 98.7%
5-Year Rolling Windows
- Sample size
- 1793 windows
- Best window CAGR
- +20.43%
- Median CAGR
- +11.86%
- Avg CAGR
- +11.76%
- Worst window CAGR
- +2.20%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Multi Asset
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Quant Multi Asset Allocation Fund
quant Mutual Fund
|
+16.2% | +22.6% | +20.1% | — |
|
Nippon India Multi Asset Allocation Fund
Nippon India Mutual Fund
|
+11.5% | +19.0% | +15.9% | — |
|
WhiteOak Capital Multi Asset Allocation Fund
WhiteOak Capital Mutual Fund
|
+11.5% | +16.8% | — | — |
|
Aditya Birla Sun Life Multi Asset Omni FoF
Aditya Birla Sun Life Mutual Fund
|
+13.1% | +16.8% | +13.6% | — |
|
Aditya Birla Sun Life Multi Asset Allocation Fund
Aditya Birla Sun Life Mutual Fund
|
+11.8% | +16.2% | — | — |
|
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) (this fund)
HSBC Mutual Fund
|
+12.8% | +15.4% | +12.4% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.