HSBC Multi Asset Allocation Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹10.72.
It is better to invest in a fund with a longer track record as HSBC Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Short Duration Debt Index, as the Funds portfolio is similar to its benchmark.
HSBC Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 2.02%
The process for redemption is
The AUM of HSBC Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹1,420 Crores.
The Top three stocks are Zomato, Larsen & Toubro and Sobha and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 21% of fund’s portfolio respectively.
Top three sectors of HSBC Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, Miscellaneous and Construction & Infrastructure accounting for 51% 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 - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Cheenu Gupta and Mahesh Chhabria manage the HSBC Multi Asset Allocation Fund - Regular Plan - Growth Fund.
HSBC Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 58.09 and PB ratio is 8.82
The asset allocation of HSBC Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 61.54%, Debt : 27.77% and Gold : 10.64%
The minimum SIP amount for HSBC Multi Asset Allocation Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Multi Asset Allocation Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year