ad
HSBC Multi Asset Active FOF(G)-Direct Plan

HSBC Multi Asset Active FOF(G)-Direct Plan

HybridDirect GrowthHigh Risk

+13.39%

5Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 28 Aug 2026

₹45.48

Min. SIP amount

₹1,000

Fund size (AUM)

106 Cr

Expense ratio

0.09%

Launched on

30 Apr 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,76,864

Stock Allocation

Stock nameSectorAllocation
Hsbc Large & Mid Cap Fund - Direct GrowthDomestic Mutual Funds Units13.40%
Hsbc Multi Cap Fund - Direct GrowthDomestic Mutual Funds Units13.38%
Hsbc Value Fund - Direct GrowthDomestic Mutual Funds Units13.35%

Fund Composition

106 Cr

Others

100.00%

Sector Allocation

106 Cr

Domestic Mutual Funds Units

86.62%

Domestic Mutual Funds Units - Silver

5.54%

Domestic Mutual Funds Units - Gold

4.54%

Cash & Cash Equivalents And Net Assets

3.30%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (FOF-Domestic)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

GB

Gautam Bhupal

Present

CG

Cheenu Gupta

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+16.88%
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+18.73%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+15.30%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+13.51%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+15.73%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+13.92%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+14.75%
S

SBI Aggressive Hybrid Fund(G)-Direct Plan

+13.79%

FAQs

HSBC Multi Asset Active FOF(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 30 Apr 2014. This fund is managed by Gautam Bhupal and Cheenu Gupta. It is a Hybrid type of fund.

The current NAV of HSBC Multi Asset Active FOF(G)-Direct Plan is ₹45.48 (as of 28 Aug 2026).

HSBC Multi Asset Active FOF(G)-Direct Plan has delivered 19.46% in 1 year, 16.88% in 3 years, and 13.39% in 5 years (annualised).

The minimum SIP amount for HSBC Multi Asset Active FOF(G)-Direct Plan is ₹1000.

The expense ratio of HSBC Multi Asset Active FOF(G)-Direct Plan is 0.09%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down