HSBC Multi Asset Allocation Fund(G)-Direct Plan
This fund ranks 20th out of 28 funds in its category.
Strengths and Weaknesses
Low expense ratio compared to its category average.
The fund has low historical risk-adjusted returns.
During periods of market volatility, this fund's risk management strategy falls short of providing adequate protection to investors.
Under debt allocation, the fund has a high modified duration indicating it is more sensitive to changes in market interest rates, suggesting higher risk for the fund.
Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.
Within the debt allocation, the fund may experience the potential for lower returns due to its maintenance of a low Yield to Maturity (YTM).
Who should invest?
Investors with a lower risk appetite who seek diversification across multiple asset classes, such as equity, debt, gold, etc, should contemplate this fund as a suitable option
Who should avoid?
Investors who prefer to focus solely on one type of asset class should avoid this fund..
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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