Other FoFs (Domestic) Very High Risk Fund Manager: Gautam Bhupal
Other FoFs (Domestic) Very High Risk
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
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Estimation is based on the past performance
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 7.15% | 3.22% | -0.36% | 0.44% | 6.95% | 7.32% | 14.72% | 11.34% | 12.91% | 12.19% | 12.44% |
| Category returns | 2.91% | 0.74% | 1.93% | 4.22% | 7.9% | 9.61% | 13.16% | 11.15% | 11.38% | 10.27% | N/A |
| Absolute returns | 7.09% | 2.65% | -0.42% | 0.4% | 6.3% | 14.31% | 50.96% | 55.13% | 82.83% | 215.89% | 307.13% |
| Rank within category | 4 | 2 | 34 | 32 | 11 | 20 | 9 | 12 | 7 | 6 | N/A |
| Total Schemes in Category | 45 | 43 | 38 | 35 | 26 | 25 | 25 | 24 | 22 | 19 | N/A |
| FoFs (Domestic) | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 8.03% | 30.69% | -5.91% | 8.05% | 17.27% | 27% | -0.93% | 24.21% | 17.93% | 2.71% | -0.3% |
| Q1 returns | -1.94% | 13.17% | -4.83% | 5.44% | -22.52% | 5.54% | -2.74% | -1.87% | 4.15% | -6.75% | -9.13% |
| Q2 returns | 7.83% | 4.01% | 0.92% | 0.32% | 15.25% | 7.8% | -10.14% | 10.35% | 9.69% | 9.56% | 9.71% |
| Q3 Returns | 6.99% | 3.1% | -2.69% | -1.26% | 9.64% | 9.31% | 9.63% | 5.24% | 6.79% | -2.35% | N/A |
| Q4 Returns | -4.51% | 7.69% | 0.67% | 3.46% | 19.79% | 2.12% | 3.39% | 8.99% | -3.34% | 2.95% | N/A |
Expense ratio: 1.34%
Inclusive of GST
Exit load
1% on or before 1Y, Nil after 1Y
| Alpha | 0.0439694 |
| Beta | 1.1729 |
| Sharpe Ratio | 0.190791 |
| Sortino Ratio | 0.337978 |
| R-Squared | 0.8986 |
| Tracking Error | 1.0723 |
| Downside Risk | 15.8326 |
| Std. Deviation (Annualised) | 10.7909 |
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi - Asset Omni FoF - Regular Plan - Growth | 6.61% | 2.56% | 3.41% | 7.7% | 13.54% | 20.53% | 17.8% | 0% | 17.74% | 2,236.42 | 1.10 | 0.41 | Very High |
| Kotak Multi Asset Omni FOF - Growth | 5.7% | -2.85% | 2.99% | 8.95% | 15.79% | 19.12% | 17.8% | 15.21% | 16.13% | 2,274.14 | 1.07 | 0.36 | Very High |
| Aditya Birla Sun Life Multi-Asset Omni FOF - Growth | 5.33% | -6.23% | 2.78% | 9.23% | 13.52% | 18.76% | 14.29% | 13% | 10.66% | 345.88 | 1.17 | 0.34 | Very High |
| ICICI Prudential Aggressive Hybrid Active FOF - Growth | 5.73% | -0.69% | -3.82% | -2.88% | 2.75% | 17.94% | 17.23% | 15.28% | 14.86% | 8,210.94 | 1.49 | 0.29 | Very High |
| HSBC Multi Asset Active FOF - Regular Plan - Growth | 7.5% | 0.69% | 6.02% | 11.34% | 19.21% | 17.81% | 14.14% | 12.34% | 12.38% | 83.89 | 1.51 | 0.30 | Very High |
| HDFC Multi-Asset Active FOF - Regular Plan - Growth | 4.16% | -0.64% | 0.57% | 4.89% | 8.57% | 15.71% | 0% | 0% | 14.09% | 5,440.86 | 1.13 | 0.35 | Moderately High |
| Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth | 7.39% | 4.68% | 2.07% | 4.5% | 8.99% | 15.51% | 12.26% | 10.24% | 10.14% | 17.89 | 0.57 | 0.23 | High |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 5.35% | 0.99% | 3.89% | 9.27% | 14.53% | 14.83% | 0% | 0% | 12.38% | 1,468.69 | 0.58 | 0.35 | High |
| HSBC Aggressive Hybrid Active FOF - Regular Plan - Growth Current | 7.15% | 3.22% | -0.36% | 0.44% | 6.95% | 14.72% | 12.91% | 12.19% | 12.44% | 40.87 | 1.34 | 0.19 | Very High |
| Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Regular Plan - Growth | 3.29% | 0.89% | 2.81% | 7.86% | 13.48% | 14.49% | 11.22% | 0% | 11.18% | 72.10 | 0.47 | 0.38 | High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 98.48% |
| Cash & Cash Equivalents and Net Assets | 1.52% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Internal - Mutual Fund Units | 98.48% | |
| Others | 1.52% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| HSBC Large Cap Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 34.73% |
| HSBC Midcap Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 19.00% |
| HSBC Small Cap Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 18.62% |
| HSBC Medium To Long Duration Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 11.40% |
| HSBC Corporate Bond Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 9.35% |
| HSBC Dynamic Bond Fund - Direct Growth | Internal - Mutual Fund Units | Domestic Mutual Funds Units | 5.38% |
| Treps | Cash & Cash Equivalents and Net Assets | 3.18% | |
| Net Current Assets (including cash & bank balances) | Cash & Cash Equivalents and Net Assets | -1.66% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in FoFs (Domestic).
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
The scheme benchmark is the CRISIL Hybrid 35+65 - Aggressive Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.3%
3-year: 14.7%
5-year: 12.82%
Top holdings include names such as:
The NAV is around ₹40.71 (approx.) for the HSBC Aggressive Hybrid Active FOF - Regular Plan - Growth.
The fund’s AUM is approximately ₹41 Cr.
The expense ratio for the Regular Plan is 1.34.
1% on or before 1Y, Nil after 1Y.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Gautam Bhupal
This fund is suitable for investors with a Very High risk tolerance.
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