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HSBC Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of HSBC Multi Asset Allocation Fund - Growth - Direct Plan is ₹11.69.
It is better to invest in a fund with a longer track record as HSBC Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
HSBC Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.56%
The process for redemption is
The AUM of HSBC Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹1,939 Crores.
The Top three stocks are Zomato, Suzlon Energy and Trent and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 21% of fund’s portfolio respectively.
Top three sectors of HSBC Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, Capital Goods and Construction & Infrastructure accounting for 60% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HSBC Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Cheenu Gupta and Mahesh Chhabria manage the HSBC Multi Asset Allocation Fund - Growth - Direct Plan Fund.
HSBC Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 62.17 and PB ratio is 11.52
The asset allocation of HSBC Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 67.59%, Debt : 18.84% and Gold : 13.57%
The minimum SIP amount for HSBC Multi Asset Allocation Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Multi Asset Allocation Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year