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HSBC Multi Asset Allocation Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

HSBC Multi Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹3,041 Cr

Lock In Period

N/A

Expense Ratio

2.5

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(%)
1M-0.41-0.56126.76
6M0.461.79126.76
1Y14.303.84126.76
3Y0.0012.04126.76

Portfolio Analysis

  • Equity: 76.18%
  • Debt: 23.82%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited8.48%
2. HDFC Bank Limited3.41%
3. The Federal Bank Limited2.31%
4. Axis Bank Limited1.25%
5. City Union Bank Limited1.13%
6. Kotak Mahindra Bank Limited0.30%

1. Lupin Limited2.51%
2. Mankind Pharma Limited1.28%
3. Gland Pharma Limited0.93%
4. Sun Pharmaceutical Industries Limited0.69%
5. Divi''s Laboratories Limited0.13%

1. GE Vernova T&D India Limited2.92%
2. Power Grid Corporation of India Limited2.06%

1. ICICI Prudential AMC Ltd2.30%
2. HDFC Asset Management Company Limited1.41%
3. Nippon Life India Asset Management Ltd1.04%

1. PB Fintech Limited2.95%

1. Lenskart Solutions Limited2.90%

1. FSN E-Commerce Ventures Limited1.92%
2. Meesho Limited0.98%

1. Billionbrains Garage Ventures Ltd.2.74%
2. PERSISTENT SYSTEMS LTD0.11%
3. Infosys Limited0.00%

1. JSW Steel Limited2.03%
2. Tata Steel Limited0.70%

1. Tata Consumer Products Limited2.67%

1. Hindalco Industries Limited2.25%

1. Siemens Limited2.18%

1. Piramal Finance Ltd1.99%
2. Shriram Finance Limited0.02%
3. Cholamandalam Invest & Finance Co Ltd0.00%

1. Aditya Infotech Limited1.89%

1. Mahindra & Mahindra Limited1.85%

1. TITAGARH RAIL SYSTEMS LIMITED1.71%

1. Bharat Heavy Electricals Limited1.21%

1. Hitachi Energy India Limited1.20%

1. Sedemac Mechatronics Ltd.1.08%

1. Ather Energy Limited1.07%

1. Power Finance Corporation Limited1.02%

About Fund HSBC Multi Asset Allocation Fund Growth

HSBC Multi Asset Allocation Fund Growth managed by HSBC Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,041 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.5. 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
ICICI Prudential Balanced Hybrid Fund Growth00 CR
Sundaram Multi Asset Allocation Fund Growth03,268 CR2.07
HSBC Multi Asset Allocation Fund Growth43,040 CR2.5
Fund Name1Y3Y
This FundICICI Prudential Balanced Hybrid Fund Growth00
This FundSundaram Multi Asset Allocation Fund Growth7.08610
This FundHSBC Multi Asset Allocation Fund Growth14.29570

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 2.5. 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 : -0.41%
  • 6 Months : 0.46%
  • 1 Year : 14.30%
  • 3 Years : 0.00%
Returns of HSBC Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 13.6812 as on Jul 30,2026. 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 ₹3,041 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.