HSBC Multi Asset Allocation IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Multi Asset Allocation IDCW Reinvest Direct Plan

NAV
₹12.9319
-2.01%
(13 Mar)
AUM
2,783 Cr
TER
0.45%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+25.0%
+25.0%
+24.9%
+22.9%
+22.9%
3Y
+24.6%
+24.6%
NA
+21.9%
+21.9%
5Y
+26.2%
+26.2%
NA
+17.1%
+17.1%
ALL
+15.9%
+15.9%
+13.4%
+18.3%
+18.3%
VOL
10.6%
10.6%
14.8%
9.3%
9.3%
TER
0.6%
0.6%
0.5%
0.3%
0.3%
AUM
₹4,926 Cr
₹4,926 Cr
₹2,783 Cr
₹13,438 Cr
₹13,438 Cr
INFO
1.50
1.50
0.91
1.97
1.97
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Multi Asset Allocation IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Treps
5.2%
Larsen & Toubro Ltd
5.1%
Titan Co Ltd
4.3%
Bharti Airtel Ltd
3.8%
GE Vernova T&D India Ltd
3.4%
Bharat Electronics Ltd
3.2%
SBI Gold ETF
3.2%
ICICI Prudential Asset Management Co Ltd
3.1%
HDFC Gold ETF
3.1%
Nippon India Silver ETF
3.0%
Top industry exposure
Financial Services
23.1%
Industrials
19.2%
Consumer Cyclical
9.0%
Healthcare
4.5%
Communication Services
3.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The aim of the fund is to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments, Debt & Money Market Securities and Gold / Silver ETFs. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Fund manager(s)
Mahesh Chhabria
Cheenu Gupta
Mohd Asif Rizwi
Dipan Parikh
Mayank Chaturvedi

FAQs