Which funds are similar to HSBC Multi Asset Active FoF Direct-Growth?
Funds similar to HSBC Multi Asset Active FoF Direct-Growth in the Hybrid: Multi Asset Allocation category include ICICI Prudential Multi Asset Fund Direct-Growth, SBI Multi Asset Allocation Fund Direct-Growth, and Nippon India Multi Asset Allocation Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Multi Asset Active FoF Direct-Growth in its category?
On a 3-year return basis HSBC Multi Asset Active FoF Direct-Growth is ranked 11 out of 9 funds in the Hybrid: Multi Asset Allocation category as of 16 Jul 2026. On a 5-year return basis it ranks 10 out of 6. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HSBC Multi Asset Active FoF Direct-Growth's expense ratio compare to similar funds?
HSBC Multi Asset Active FoF Direct-Growth has an expense ratio of 0.57%. The peers ICICI Prudential Multi Asset Fund Direct-Growth has an expense ratio of 0.82% and SBI Multi Asset Allocation Fund Direct-Growth has 0.69%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Multi Asset Active FoF Direct-Growth's AUM compare to similar funds?
HSBC Multi Asset Active FoF Direct-Growth has an AUM of ₹103.05 crore. The peers ICICI Prudential Multi Asset Fund Direct-Growth has an AUM of ₹84,990.6 crore and SBI Multi Asset Allocation Fund Direct-Growth has ₹19,354.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Multi Asset Allocation?
The top performing fund in the Hybrid: Multi Asset Allocation category on a 3-year basis is Quant Multi Asset Allocation Fund Direct-Growth with a CAGR of 24.15% as of 16 Jul 2026. HSBC Multi Asset Active FoF Direct-Growth has delivered 16.11% CAGR over the same period, ranking 11 out of 9 funds. You can view and compare the full category ranking on sharpely.
How does HSBC Multi Asset Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Multi Asset Active FoF Direct-Growth has a Sharpe ratio of 0.91 compared to the Hybrid: Multi Asset Allocation average of 1.07 as of 16 Jul 2026. It ranks 17 out of 23 funds in its category on Sharpe ratio.
