HSBC Dynamic Asset Allocation Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Temporarily restricted by fund house
This scheme is merged with HSBC Large Cap Growth Direct Plan

HSBC Dynamic Asset Allocation Growth Direct Plan

NAV
₹10.7957
+0.95%
(14 Jan)
AUM
41 Cr
TER
2.15%
Risk
Moderate Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.6%
+8.6%
+6.2%
+6.1%
+4.9%
NA
3Y
+14.2%
+13.7%
+16.4%
+15.0%
+11.1%
NA
5Y
+11.6%
NA
+16.1%
+11.2%
+9.2%
NA
ALL
+14.0%
+11.1%
+14.7%
+10.2%
+11.8%
NA
VOL
10.8%
6.1%
13.5%
8.1%
-
12.5%
TER
0.8%
0.7%
0.8%
0.7%
-
2.1%
AUM
₹4,767 Cr
₹40,952 Cr
₹1,07,590 Cr
₹3,799 Cr
-
₹41 Cr
INFO
1.30
1.82
1.09
1.25
-
0.00
Other information
Minimum SIP
₹1,000
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
46%
Lock-in period
-
Exit load
No exit load
Fund objective
To provide long term capital appreciation by allocating funds in equity and equity related instruments. It also has the flexibility to move; entirely if required; into debt instruments in times that the view on equity markets seems negative.
Fund manager(s)
Sanjay Shah
Neelotpal Sahai

FAQs