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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,589 Cr

Lock In Period

N/A

Expense Ratio

1.81

Benchmark

BSE 200 Total Return

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.

Summary

Latest details for HSBC Multi Asset Allocation Fund Growth include a ₹13.4284 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The HSBC Multi Asset Allocation Fund Growth AUM is ₹2,589 Cr, with a lock-in of N/A years, expense ratio of 1.81%, and benchmark BSE 200 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 3.46% returns, against a category average of -1.42% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.46-1.42126.76
6M2.130.39126.76
1Y22.422.77126.76
3Y0.008.71126.76

Portfolio Analysis

  • Equity: 68.21%
  • Debt: 31.79%
  • Others
As on: 2026-03-31
View allocation % by

1. Reliance Industries Limited7.85%

1. ICICI Bank Limited3.04%
2. The Federal Bank Limited2.13%
3. City Union Bank Limited1.14%
4. Kotak Mahindra Bank Limited0.32%
5. HDFC Bank Limited0.10%
6. Axis Bank Limited0.02%

1. Bharti Airtel Limited4.92%

1. NTPC Limited2.89%
2. The Tata Power Company Limited1.57%

1. Lupin Limited2.82%
2. Mankind Pharma Limited1.19%
3. Divi''s Laboratories Limited0.14%
4. Anthem Biosciences Limited0.01%
5. Sun Pharmaceutical Industries Limited0.00%

1. Bharat Electronics Limited4.07%

1. Oil & Natural Gas Corporation Limited4.00%

1. GE Vernova T&D India Limited3.44%

1. ITC Limited3.12%

1. Aditya Infotech Limited2.74%

1. Mahindra & Mahindra Limited2.63%

1. Lenskart Solutions Limited2.26%

1. FSN E-Commerce Ventures Limited2.09%

1. Polycab India Limited1.83%
2. KEI Industries Limited0.14%

1. Tata Consumer Products Limited1.72%

1. Hindalco Industries Limited1.67%

1. Tata Steel Limited0.84%
2. JSW Steel Limited0.82%

1. PB Fintech Limited1.58%

1. Hitachi Energy India Limited1.49%

About Fund

HSBC Multi Asset Allocation Fund Growth managed by HSBC Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,589 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.81. 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
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth03700.53 CR1.96
This FundHSBC Multi Asset Allocation Fund Growth02588.62 CR1.81
Fund Name1Y3Y
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth
This FundHSBC Multi Asset Allocation Fund Growth22.41950

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 1.81. 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 : 3.46%
  • 6 Months : 2.13%
  • 1 Year : 22.42%
  • 3 Years : 0.00%
Returns of HSBC Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 13.4284 as on Apr 20,2026. 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 ₹2,589 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.
Min Inv Amount: ₹500