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HSBC Mutual Funds

HSBC Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

10.484

NAV (Apr 18)

4.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.484

NAV (Apr 18)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.8%
6 Month CAGR
NA

Scheme Information

Investment Objective

The aim of the fund is to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments,Debt & Money Market Securities and Gold / Silver ETFs. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Expense Ratio
2.02
Launched (0y ago)
Feb 28, 2024
AUM in Crores
1419.769
ISIN
INF336L01RF9
Lock-in
No Lock-in
Benchmark
Domestic Price of Gold
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

Dipan Parikh

Fund Manager

Mahesh Chhabria

Fund Manager

Sonal Gupta

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Multi Asset Allocation Fund (Growth)70%NaN NaN%
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 2024-04-18

Top Stock Holdings

treps

15.8%
15.8%

icici pru gold etf

3.8%
3.8%

zomato ltd

3.5%
3.5%

nippon india etf gold bees

2.8%
2.8%

larsen & toubro ltd

2.7%
2.7%
See all holdings

Allocation by Sector

industrials

20.8%
20.8%

financial services

10%
10%

consumer cyclical

9.9%
9.9%

technology

7.4%
7.4%

real estate

4.5%
4.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 33,502 cr

₹ 10,737 cr

₹ 8,943 cr

₹ 1,868 cr

₹ 1,829 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,209 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.9%

22%

5.4%

5.9%

26.3%

16.8%

20%

15.5%

4.7%

5.2%

HSBC Multi Asset Allocation Fund (G) Review

HSBC Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 4.8% over a period of 0 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Dipan Parikh, Mahesh Chhabria, Sonal Gupta.

Nav of HSBC Multi Asset Allocation Fund (G) as of 4/18/2024 is ₹10.48 with the total AUM as of 4/19/2024 is ₹1419.769. 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 Feb 28, 2024. The category risk of the fund is Very High Risk.

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

HSBC Multi Asset Allocation Fund (G) is a Multi Asset Allocation 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 ₹0. 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 Not Reviewed Yet 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 2.02% for regular plan.