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
+9.9%
+9.8%
+8.1%
+8.0%
+5.7%
NA
3Y
+15.1%
+16.2%
+16.5%
+18.6%
+12.3%
NA
5Y
NA
+13.6%
+13.0%
+19.6%
+10.9%
NA
ALL
+12.4%
+15.4%
+11.1%
+15.4%
+12.4%
NA
VOL
6.0%
10.7%
8.1%
13.5%
-
12.5%
TER
0.7%
0.7%
0.7%
0.7%
-
2.1%
AUM
₹39,914 Cr
₹4,748 Cr
₹3,816 Cr
₹1,07,971 Cr
-
₹41 Cr
INFO
2.08
1.44
1.37
1.15
-
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