HSBC Multi Asset Allocation Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.62 %
Expense Ratio
Rating
1,556
Fund Size (in Cr)
3 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 8.7% | ||||
| Category Average | 21.6% | 15.7% | 15.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
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Alpha
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SD
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Beta
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Sharpe
Exit Load
| 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. |
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Fund Objective
The aim of the fund is to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments, Debt & Money Market Securities and Gold / Silver ETFs. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Cheenu Gupta - Equities Mutual Fund - Fund Manager
Mr Cheenu Gupta is the top-performing mutual fund manager at Canara Robeco Mutual Fund. Mr Cheenu Gupta is the best performer at Canara Robeco Mutual Fund and is very well-known in the market. Mr Cheenu Gupta is considered the best Mutual Fund Manager in the country, managing five equity mutual funds.
Mr Cheenu Gupta is the CIO at Canara Robeco Mutual Fund and is a graduate of the Indian Institute of Management. He is known to be a very skilled mutual fund manager, which is why a lot of investors are keen on investing in his mutual fund. He likes to go fishing in his spare time.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Multi Asset Allocation .
-
- 101
-
15.4%Fund Size - 101
-
8.3%Fund Size - 101
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-Fund Size - 101
-
- Hybrid .
- Multi Asset Allocation .
-
- 2,173
-
47.9%Fund Size - 2,173
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26.5%Fund Size - 2,173
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30%Fund Size - 2,173
-
- Hybrid .
- Multi Asset Allocation .
-
- 39,534
-
33.2%Fund Size - 39,534
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24.4%Fund Size - 39,534
-
21.2%Fund Size - 39,534
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,681
-
39.4%Fund Size - 1,681
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19.4%Fund Size - 1,681
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16.1%Fund Size - 1,681
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- Hybrid .
- Multi Asset Allocation .
-
- 3,120
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34.3%Fund Size - 3,120
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19%Fund Size - 3,120
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-Fund Size - 3,120
AMC Contact Details
HSBC Mutual Fund
AUM:
1,09,951 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 10,342
-
62.1%Fund Size - 10,342
-
25.9%Fund Size - 10,342
-
23.4%Fund Size - 10,342
-
- Equity .
- Large & Mid Cap .
-
- 3,009
-
47.9%Fund Size - 3,009
-
24.3%Fund Size - 3,009
-
22.4%Fund Size - 3,009
-
- Equity .
- Value .
-
- 12,067
-
54.1%Fund Size - 12,067
-
29%Fund Size - 12,067
-
24.3%Fund Size - 12,067
-
- Equity .
- Small Cap .
-
- 300
-
28.2%Fund Size - 300
-
34.7%Fund Size - 300
-
16.5%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 14,619
-
50.5%Fund Size - 14,619
-
33.7%Fund Size - 14,619
-
28.5%Fund Size - 14,619
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in HSBC Multi Asset Allocation Fund – Direct (IDCW) ?
You can invest in HSBC Multi Asset Allocation Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Multi Asset Allocation Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Multi Asset Allocation Fund – Direct (IDCW) ?
The NAV of HSBC Multi Asset Allocation Fund – Direct (IDCW) is ₹10.9 as of 17 May 2024.
How to redeem HSBC Multi Asset Allocation Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Multi Asset Allocation Fund – Direct (IDCW)?
The minimum SIP amount of HSBC Multi Asset Allocation Fund – Direct (IDCW) is ₹500
What are the top sectors HSBC Multi Asset Allocation Fund – Direct (IDCW) has invested in?
The top sectors HSBC Multi Asset Allocation Fund – Direct (IDCW) has invested in are
- Debt - 82.69%
- Construction - 3.77%
- Banks - 2.23%
- Realty - 1.97%
- Electrical Equipments - 1.93%
Can I make investments in both the SIP and Lump Sum schemes of HSBC Multi Asset Allocation Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of HSBC Multi Asset Allocation Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have HSBC Multi Asset Allocation Fund – Direct (IDCW) generated ?
The HSBC Multi Asset Allocation Fund – Direct (IDCW) has delivered 8.7% since inception
What is the expense ratio of HSBC Multi Asset Allocation Fund – Direct (IDCW) ?
The expense ratio of HSBC Multi Asset Allocation Fund – Direct (IDCW) is 0.62 % as of 17 May 2024.
What is the AUM of HSBC Multi Asset Allocation Fund – Direct (IDCW)?
The AUM of HSBC Multi Asset Allocation Fund – Direct (IDCW) is ₹1,09,951 Cr as of 17 May 2024
What are the top stock holdings of HSBC Multi Asset Allocation Fund – Direct (IDCW)?
The top stock holdings of HSBC Multi Asset Allocation Fund – Direct (IDCW) are
- Zomato Ltd - 3.36%
- Sobha - 2.73%
- Larsen & Toubro - 2.31%
- Trent - 2.19%
- T R I L - 2.03%
How can I redeem my investments in HSBC Multi Asset Allocation Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Multi Asset Allocation Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Multi Asset Allocation Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.