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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹41 Cr
Lock In Period
N/A
Expense Ratio
2.85
Benchmark
BSE 200
Exit Load
Exit load of 1% if redeemed within 1 year from the date of allotment.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Others
As on: 2018-11-30
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About Fund
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.
Peer Comparison
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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.
Min Inv Amount: ₹500