Hybrid | Multi Asset Allocation
3Y Returns
17.03%
Min SIP
₹1000
Min Lumpsum
₹5000
Expense Ratio
1.04%
Fund Size
₹40 Cr
Inception Date
30-Apr-14
Fund Manager
Gautam Bhupal
Exit Load
1% on or before 1Y, Nil after 1Y.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
The Objective Of The Plan Is To Provide Long Term Total Return Primarily By Seeking Capital Appreciationthrough An Active Asset Allocation With Diversification Commensurate With The Risk Profile Of Investments By Investing Predominantly In Units Of Equity Mutual Funds As Well As In A Basket Of Debt Mutual Funds Gold Exchange Traded Funds (Etfs) And Other Etfs, Offshore Mutual Funds And Money Market Instruments.
Fund House Detail
AMC Name
HSBC Global Asset Management (India) Private Limited
Scheme Document
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/information-libraryAddress
9-11 Floors, NESCO IT Park, Building No.3,Western Exp Highway, Goregaon (E)Mumbai - 400 063
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
32.71%
3Y
17.22%
5Y
15.42%
Quant Multi Asset Fund Direct Plan - Growth
1Y
49.7%
3Y
29.64%
5Y
30.06%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
34.46%
3Y
25.67%
5Y
20.27%
Uti Multi Asset Fund - Direct Growth Plan
1Y
40.96%
3Y
19.04%
5Y
15.3%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
33.62%
3Y
18.11%
5Y
NA
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
28.98%
3Y
17.77%
5Y
NA
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
32.48%
3Y
17.47%
5Y
16.44%
Sbi Multi Asset Allocation Fund Direct Growth
1Y
30.27%
3Y
16.97%
5Y
15.29%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
24.62%
3Y
16.13%
5Y
15.61%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
29.81%
3Y
15.02%
5Y
12.76%
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
27.32%
3Y
14.87%
5Y
13.74%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
19.25%
3Y
14.72%
5Y
8.43%
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
25.35%
3Y
14.16%
5Y
13.7%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
28.19%
3Y
13.74%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
21.8%
3Y
11.89%
5Y
10.58%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
21.81%
3Y
11.86%
5Y
14.2%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
18.33%
3Y
11.12%
5Y
11.08%
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
17.31%
3Y
10.61%
5Y
10.34%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
19.42%
3Y
9.22%
5Y
NA
Motilal Oswal Multi Asset Fund Direct Growth
1Y
18.13%
3Y
8.33%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
13.37%
3Y
8.21%
5Y
8.15%
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
9.09%
3Y
6.15%
5Y
6.54%
Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Sundaram Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Plan Growth
1Y
27.05%
3Y
NA
5Y
NA
Icici Prudential Passive Multi-Asset Fof Direct Plan Growth
1Y
17.96%
3Y
NA
5Y
NA
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
Shriram Multi Asset Allocation Fund Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Baroda Bnp Paribas Multi Asset Fund Direct Growth
1Y
33.19%
3Y
NA
5Y
NA
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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