HSBC Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is HSBC MUTUAL FUND with a portfolio weight of 8.83% .
The fund currently owns more than 85 stocks.
The top 10 holdings account for 43.03% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 32.18% | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.44% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
8.83%
|
|
| 2 | Financials |
8.69%
|
|
| 3 | Finance - Banks - Private Sector |
5.15%
|
|
| 4 | Financials |
3.48%
|
|
| 5 |
3.23%
|
||
| 6 | Lenses/Optical Care |
3.11%
|
|
| 7 | Financial Technologies (Fintech) |
2.85%
|
|
| 8 | Consumer Discretionary |
2.72%
|
|
| 9 | Industrials |
2.51%
|
|
| 10 | Health Care |
2.46%
|
|
| 11 | Finance - Mutual Funds |
2.12%
|
|
| 12 | Materials |
2.06%
|
AMC: HSBC
Category: Hybrid • Multi Asset Allocation
Launch Date: 08 Feb 2024
Fund Manager: Ms. Cheenu Gupta
Minimum Purchase: ₹5,000
Exit Load: If units redeemed or switched out are upto 10% of the units purchased or switched in within 1 year from the date of allotment - Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1% If units are redeemed or switched out on or after 1 year from the date of allotment- Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Multi Asset Allocation Fund - Direct Plan is managed by HSBC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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