HSBC Multi Asset Active FOF IDCW

HSBC Multi Asset Active FOF IDCW is a fund scheme from HSBC mutual fund. It falls under a Domestic Hybrid FoF category. After being launched on 2014-04-30. HSBC Multi Asset Active FOF IDCW has achieved Rs 56.81 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 1000 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.92%.

• Investing Strategy:

  To provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversifi cation commensurate with the risk profi le of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

• Performance:

  HSBC Multi Asset Active FOF IDCW trailing returns over different times are -2.3% (1 year), 4% (3 year), 11.35% (5 year). The average annual return of this fund stands at -2.3%

• Fund Manager & Portfolio Allocation:

  Gautam Bhupal, Cheenu Gupta are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Sectors. First five holdings of this fund are HSBC Large Cap Dir Gr, HSBC Short Duration Dir Gr, HSBC Small Cap Fund Dir Gr, HSBC Medium to Long Duration Dir Gr, HSBC Dynamic Bond Dir Gr Companies.