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  • HSBC Multi Asset Allocation Fund (G)
HSBC Mutual Funds

HSBC Multi Asset Allocation Fund (G)

HybridMulti Asset Allocation

11.6023

NAV (Sep 06)

16.023%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.6023

NAV (Sep 6)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
16%
6 Month CAGR
15.6%

Scheme Information

Investment Objective

The scheme seeks to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments, Debt & Money Market Securities and Gold / Silver ETFs.

Expense Ratio
1.92
Launched (0y ago)
1.92
AUM in Crores
1938.9
ISIN
INF336L01RF9
Lock-in
Benchmark
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Cheenu Gupta

Fund Manager

Dipan S. Parikh

Fund Manager

Kapil Punjabi

Fund Manager

Mahesh A Chhabria

Fund Manager

Sonal Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Multi Asset Allocation Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-08-21

Top Stock Holdings

Others

7.4%
7.41%

Zomato Ltd.

3.2%
3.21%

Suzlon Energy Ltd.

2.9%
2.92%

ICICI Prudential Gold Exchange Traded Fund-IDCW

2.9%
2.91%

GOI

2.6%
2.63%
See all holdings

Allocation by Sector

Capital Goods

22.98%
22.98%

Construction

12.26%
12.26%

Services

9.18%
9.18%

Financial

7.64%
7.64%

Technology

4.75%
4.75%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
ICICI Prudential Multi Asset Fund (G)
ICICI Prudential Multi Asset Fund (G)

₹ 46,488 cr

₹ 3,347 cr

₹ 5,044 cr

₹ 12,117 cr

₹ 24,596 cr

amc-img

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe.amc-img
Fund NameScripbox Opinion
Till Date CAGR

24.887%

17.726%

28.104%

22.663%

5.736%

5.949%

5.393%

6.95%

4.045%

6.55%

HSBC Multi Asset Allocation Fund (G) Review

HSBC Multi Asset Allocation Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 16.023% over a period of 0 years. The fund is managed by HSBC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].

Nav of HSBC Multi Asset Allocation Fund (G) as of 9/6/2024 is ₹11.60 with the total AUM as of 9/7/2024 is ₹1938.916938. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Multi Asset Allocation Fund (G) was launched on 2024-02-28. The category risk of the fund is null.

The minimum SIP amount for HSBC Multi Asset Allocation Fund (G) is ₹1000 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 Multi Asset Allocation Fund (G)?

HSBC Multi Asset Allocation Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Multi Asset Allocation Fund (G)?

You can invest in HSBC Multi 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 Multi Asset Allocation Fund (G)?

The minimum sip amount for HSBC Multi Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, HSBC Multi Asset Allocation Fund (G) is a fund. You can investHSBC Multi 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 Multi Asset Allocation Fund (G)?

The expense ratio of the HSBC Multi Asset Allocation Fund (G) is 1.92% for regular plan.