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- HSBC Dynamic Asset Allocation Fund (Growth)
HSBC Dynamic Asset Allocation Fund (Growth)
₹
NAV ()
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV ()
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
To provide long term capital appreciation by allocating funds in equity and equity related instruments. It also has the flexibility to move, entirely if required, into debt instruments in times that the view on equity markets seems negative.
Expense Ratio | 2.85 |
Launched (17y ago) | Sep 24, 2007 |
AUM in Crores | 41.089 |
ISIN | INF336L01412 |
Lock-in | No Lock-in |
Benchmark | |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Dynamic Asset Allocation Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
32.9% | 22% | ||
5.4% | 5.9% | ||
26.3% | 16.8% | ||
20% | 15.5% | ||
4.7% | 5.2% |
HSBC Dynamic Asset Allocation Fund (G) Review
HSBC Dynamic Asset Allocation Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of null% over a period of 16 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Dynamic Asset Allocation Fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 4/20/2024 is ₹41.089. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Dynamic Asset Allocation Fund (G) was launched on Sep 24, 2007. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for HSBC Dynamic Asset Allocation Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Dynamic Asset Allocation Fund (G)?
How to invest in HSBC Dynamic Asset Allocation Fund (G)?
You can invest in HSBC Dynamic Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Dynamic Asset Allocation Fund (G)?
The minimum sip amount for HSBC Dynamic Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HSBC Dynamic Asset Allocation Fund (G) good to invest in?
As per Scripbox experts, HSBC Dynamic Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investHSBC Dynamic Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Dynamic Asset Allocation Fund (G)?
The expense ratio of the HSBC Dynamic Asset Allocation Fund (G) is 2.85% for regular plan.