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MF_152380

HSBC Multi Asset Allocation Fund - Direct - Growth

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹13,726.82
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.62%
MF_152380 Return
Benchmark CAGR
2.41%
Nifty 50
Inflation Adj. CAGR
8.46%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.73
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 37% 23%
60 days 69% 25% 17%
90 days 73% 20% 14%
180 days 76% 17% 8%
1Yr 76% 14% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Multi Asset Allocation Fund - Direct - Growth Nifty 50
30 days -13.3% | -68.0% | 24.4% | 158.7% 26.6% | -59.6% | 8.0% | 109.7%
60 days -32.4% | -57.4% | 20.7% | 87.1% -23.0% | -42.6% | 4.1% | 81.5%
90 days -15.7% | -45.6% | 19.0% | 72.3% -25.0% | -34.6% | 4.2% | 58.2%
1 Year 4.7% | 2.5% | 10.6% | 31.8% -10.0% | -10.2% | 2.6% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 15, 2024 Dec. 3, 2024 49 days 7% Nifty 50: 7% 12280 11366 12445
Dec. 17, 2024 Sept. 10, 2025 267 days 19% Nifty 50: 9% 12651 10287 12669
Jan. 29, 2026 June 20, 2026 142 days 12% Nifty 50: 12% 14331 12638 14358
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 14664 13393 13727