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HSBC Mutual Fund - Fund Manager

Cheenu Gupta

Cheenu Gupta

Qualification: CFA Charter holder (USA), PGDBM (Finance) and B.E. (I.T). Experience:Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018)

Fund Name
Classification
Fund AUM (Cr.)
HSBC Equity Savings Fund (G)
Hybrid: Equity Savings
221.4
HSBC Midcap Fund (G)
Equity: Mid Cap
9466.69
HSBC Conservative Hybrid Fund (G)
Hybrid: Conservative Hybrid
111.55
HSBC Small Cap Fund (G)
Equity: Small Cap
13980.75
HSBC ELSS Tax Saver Fund (G)
Equity: ELSS
3643.9
HSBC Focused Fund (G)
Equity: Focused
1573.05
HSBC Large & Mid Cap Fund (G)
Equity: Large & Mid Cap
2692.75
HSBC Tax Saver Equity Fund (G)
Equity: ELSS
219.12
HSBC Aggressive Hybrid Fund (G)
Hybrid: Aggressive Hybrid
5157.17
HSBC Focused Fund (IDCW)
Equity: Focused
1573.05
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Ratnamani Metals & Tubes Ltd.1.81%
Larsen & Toubro Ltd.1.80%
HDFC Bank Ltd.1.65%
KPIT Technologies Ltd.1.52%
Apar Industries Ltd1.20%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Equity Savings Fund (G)
2.21%
6.16%
10.49%
21.14%
11.68%
10.63%
8.81%
HSBC Midcap Fund (G)
6.28%
14.33%
26.8%
52.67%
22.26%
19.98%
19.2%
HSBC Conservative Hybrid Fund (G)
1.37%
4.41%
6.71%
14.16%
7.54%
8.52%
8.68%
HSBC Small Cap Fund (G)
1.64%
8.9%
18.9%
52.41%
34.67%
25.11%
22.2%
HSBC ELSS Tax Saver Fund (G)
3.43%
12.81%
18.93%
37.91%
17.59%
16.44%
14.04%
HSBC Focused Fund (G)
4.56%
12.99%
20.04%
40.33%
18.37%
N/A
23.92%
HSBC Large & Mid Cap Fund (G)
4.61%
11.81%
18.44%
41.08%
18.79%
N/A
16.9%
HSBC Tax Saver Equity Fund (G)
5.37%
14.09%
20.05%
41.42%
18.77%
17.58%
12.54%
HSBC Aggressive Hybrid Fund (G)
2.59%
8.9%
12.84%
29.62%
13.21%
13.49%
12.47%
HSBC Focused Fund (IDCW)
4.56%
12.99%
20.04%
40.34%
18.37%
N/A
23.92%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History