HSBC Dynamic Asset Allocation Fund Growth Return

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This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HSBC Dynamic Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹41 Cr

Lock In Period

N/A

Expense Ratio

2.85

Exit Load

Exit load of 1% if redeemed within 1 year from the date of allotment.

Benchmark

BSE 200

HSBC Dynamic Asset Allocation Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.777.74
6M0.001.8864.49
1Y0.005.16137.57
3Y0.0013.20202.94

Portfolio Analysis

  • Equity: 95.19%
  • Debt: 4.81%
  • Others
As on: 2018-11-30
View allocation % by

1. HDFC Bank Ltd.9.84%
2. ICICI Bank Ltd.6.91%
3. Kotak Mahindra Bank Ltd.5.11%
4. Axis Bank Ltd.4.57%
5. IndusInd Bank Ltd.3.97%

1. Reliance Industries Ltd.9.95%
2. Larsen & Toubro Ltd.6.97%

1. Infosys Ltd.7.47%
2. HCL Technologies Ltd.4.20%

1. Maruti Suzuki India Ltd.4.29%
2. Mahindra & Mahindra Ltd.3.85%

1. ITC Ltd.6.26%

1. Shree Cements Ltd.4.01%

1. Lupin Ltd.2.37%
2. Aurobindo Pharma Ltd.1.18%

1. Asian Paints Ltd.3.28%

1. Vedanta Ltd.2.86%

1. NTPC Ltd.2.73%

1. The Indian Hotels Company Ltd.2.46%

1. GlaxoSmithKline Consumer Healthcare Ltd.1.77%

1. Bharti Airtel Ltd.1.14%
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About Fund HSBC Dynamic Asset Allocation Fund Growth

HSBC Dynamic Asset Allocation Fund Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹41 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.85. Under the expert guidance of Neelotpal Sahai ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Neelotpal Sahai

Mr. Sahai holds B.Tech from IT-BHU and PGDM from IIM. He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios and generating stock ideas, in his previous assignment in Motilal Oswal Securities Ltd, he was designated as Senior Research Analyst, before which in Infosys Technologies Ltd, he was designated as Senior Project Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Quant Fund Growth2853 CR4.41
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundAxis Quant Fund Growth4.161331.5279
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

HSBC Dynamic Asset Allocation Fund Growth FAQs

HSBC Dynamic Asset Allocation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Dynamic Asset Allocation Fund Growth is 2.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Dynamic Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of HSBC Dynamic Asset Allocation Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HSBC Dynamic Asset Allocation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Dynamic Asset Allocation Fund Growth is ₹41 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Dynamic Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.