HSBC Multi Asset Allocation Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HSBC Multi Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹3,098 Cr

Lock In Period

N/A

Expense Ratio

2.45

Exit Load

If units redeemed or switched out are upto 10% of the units purchased or switched in within 1 year from the date of allotment - Nil.If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%If units are redeemed or switched out on or after 1 year from the date of allotment- Nil.

Benchmark

BSE 200 Total Return

HSBC Multi Asset Allocation Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.60-0.094.01
6M3.212.1718.87
1Y16.284.9223.77
3Y0.0012.5778.27

Portfolio Analysis

  • Equity: 73.31%
  • Debt: 26.69%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited8.69%
2. HDFC Bank Limited5.15%
3. The Federal Bank Limited3.48%
4. Axis Bank Limited1.70%
5. City Union Bank Limited1.10%

1. Lupin Limited2.46%
2. Mankind Pharma Limited1.22%
3. Gland Pharma Limited0.91%
4. Sun Pharmaceutical Industries Limited0.72%
5. Divi''s Laboratories Limited0.15%

1. ICICI Prudential AMC Ltd2.12%
2. HDFC Asset Management Company Limited1.79%
3. Nippon Life India Asset Management Ltd1.02%

1. Meesho Limited2.02%
2. FSN E-Commerce Ventures Limited1.82%

1. Lenskart Solutions Limited3.11%

1. Piramal Finance Ltd1.85%
2. Mahindra & Mahindra Financial Serv Ltd.1.01%
3. Shriram Finance Limited0.02%
4. Cholamandalam Invest & Finance Co Ltd0.00%

1. PB Fintech Limited2.85%

1. TVS Motor Company Limited2.72%

1. GE Vernova T&D India Limited2.51%
2. Power Grid Corporation of India Limited0.01%

1. CG Power And Industrial Solutions Ltd1.18%
2. ABB India Limited0.93%

1. JSW Steel Limited2.06%

1. Aditya Infotech Limited1.72%

1. Polycab India Limited1.67%

1. Mahindra & Mahindra Limited1.61%

1. TITAGARH RAIL SYSTEMS LIMITED1.58%

1. Billionbrains Garage Ventures Ltd.1.12%
2. PERSISTENT SYSTEMS LTD0.14%
3. Infosys Limited0.00%

1. Hindalco Industries Limited1.23%

1. Tata Consumer Products Limited1.17%

1. Ather Energy Limited1.16%

1. ITC Limited1.15%

1. Hitachi Energy India Limited1.08%
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About Fund HSBC Multi Asset Allocation Fund Growth

HSBC Multi Asset Allocation Fund Growth managed by HSBC Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹3,098 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.45. Under the expert guidance of Cheenu Gupta ,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

Cheenu Gupta

Ms. Cheenu Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T), prior to joining Canara Robeco Mutual Fund, she has worked with Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst and managed Funds Canara Robeco Equity Tax Saver Fund - Regular Plan - since Mar 2018 and Canara Robeco Dual Advantage Fund Series 1 - Regular Plan - since May 2018.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Multi Asset Active FOF Growth075 CR1.1
Bandhan Multi Asset Allocation Fund Growth03,610 CR2.17
HSBC Multi Asset Allocation Fund Growth43,098 CR2.45
Nippon India Multi Asset Allocation Fund Growth516,926 CR1.45
ICICI Prudential Multi Asset Fund - Institutional Option - I Growth011,090 CR2.17
Fund Name1Y3Y
This FundKotak Multi Asset Active FOF Growth00
This FundBandhan Multi Asset Allocation Fund Growth16.86210
This FundHSBC Multi Asset Allocation Fund Growth16.2770
This FundNippon India Multi Asset Allocation Fund Growth17.083569.2444
This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth20.461378.2682

HSBC Multi Asset Allocation Fund Growth FAQs

HSBC Multi 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 Multi Asset Allocation Fund Growth is 2.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Multi Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : 1.60%
  • 6 Months : 3.21%
  • 1 Year : 16.28%
  • 3 Years : 0.00%
Returns of HSBC Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 13.975 as on Aug 18,2026. Since inception, the return has been 0.00%.

You can invest in HSBC Multi 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 Multi Asset Allocation Fund Growth is ₹3,098 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Multi 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.