| Calendar Year |
|---|
| Fund |
| Category |
| Benchmark |
Basic Information | |
|---|---|
Fund Company HSBC Mutual Fund | HSBC Mutual Fund |
Website https://www.assetmanagement.hsbc.co.in/en/mutual-funds | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Inception Aug 20, 2014 | Aug 20, 2014 |
ISIN INF917K01RF8 | INF917K01RF8 |
Fund Manager | ||
|---|---|---|
Venugopal ManghatTenure: 10 Yrs 7 Mos Start Date: 2014-08-20 | Gautam BhupalTenure: 1 Yr 10 Mos Start Date: 2023-06-01 | Sonal GuptaTenure: 1 Yr 10 Mos Start Date: 2023-06-01 |
AMC Details | |
|---|---|
Name HSBC Asset Management (India) Private Ltd | HSBC Asset Management (India) Private Ltd |
Launch Date Nov 25 2022 | Nov 25 2022 |
Fax +91 22 40029600 | +91 22 40029600 |
Phone +91 22 66145000 | +91 22 66145000 |
Website https://www.assetmanagement.hsbc.co.in/en/mutual-funds | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Address 16, V N Road, Mumbai, Maharashtra 400 001 | 16, V N Road, Mumbai, Maharashtra 400 001 |
Registrar Details | |
|---|---|
Name Computer Age Management Services Ltd | Computer Age Management Services Ltd |
Launch Date Nov 25 2022 | Nov 25 2022 |
E-mail enq_L@camsonline.com | enq_L@camsonline.com |
Fax 91-44-28283610 | 91-44-28283610 |
Phone NA | NA |
Address New No.10, Old No.178, Kodambakkam High Road, Opp. Hotel Palmgrove, Nungambakkam, Chennai, Tamil Nadu 600 034 | New No.10, Old No.178, Kodambakkam High Road, Opp. Hotel Palmgrove, Nungambakkam, Chennai, Tamil Nadu 600 034 |
Minimum Investment and MIP | |
|---|---|
Minimum SIP (AIP) 500.0 Rs | 500.0 Rs |
Min. Initial Purchase 5000 Rs | 5000 Rs |
Min. Additional Purchase 1000 Rs | 1000 Rs |
Net Expense Ratio 2.29 % | 2.29 % |
Other Details | |
|---|---|
AUM 967.37 Cr | 967.37 Cr |
Benchmark - | - |
Exit Loads 0 - 1 Years : 1.0 % | 0 - 1 Years : 1.0 % |
Scheme Objective The investment objective of the Scheme is to seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. | The investment objective of the Scheme is to seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. |