back button

HSBC Mutual Fund - Fund Manager

Gautam Bhupal

Gautam Bhupal

Qualification: PGDBN CA, CS, B.COM (Hons). Experience:Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008.

Fund Name
Classification
Fund AUM (Cr.)
HSBC Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1390.73
HSBC Large Cap Fund (G)
Equity: Large Cap
1678.16
HSBC Business Cycles Fund (G)
Equity: Sectoral : Thematic
707.64
HSBC Managed Solutions Conservative Fund (G)
Other: FoFs Domestic
29.14
HSBC Managed Solutions Moderate Fund (G)
Other: FoFs Domestic
56.75
HSBC Managed Solutions Growth Fund (G)
Other: FoFs Domestic
40.29
HSBC ELSS Tax Saver Fund (G)
Equity: ELSS
3556.99
HSBC Aggressive Hybrid Fund (G)
Hybrid: Aggressive Hybrid
5154.26
HSBC Value Fund (G)
Equity: Value
10760.81
HSBC Tax Saver Equity Fund (G)
Equity: ELSS
215.83
Top Holdings - ConsoloidatedWts(%)
Larsen & Toubro Ltd4.08%
ICICI Bank Ltd3.41%
HDFC Bank Ltd3.16%
NTPC Ltd2.58%
Reliance Industries Ltd1.61%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Balanced Advantage Fund (G)
1.15%
7.08%
10.51%
18.32%
9.02%
9.7%
10.71%
HSBC Large Cap Fund (G)
1.93%
11.2%
13.43%
25.75%
14.14%
15.3%
19.11%
HSBC Business Cycles Fund (G)
1.51%
11.77%
15.5%
34.02%
22.6%
17.14%
13.22%
HSBC Managed Solutions Conservative Fund (G)
0.92%
3.3%
4.17%
8.34%
4.8%
5.87%
6.98%
HSBC Managed Solutions Moderate Fund (G)
2.38%
9.15%
12.9%
23.46%
13.35%
13.16%
12.11%
HSBC Managed Solutions Growth Fund (G)
2.86%
10.95%
15.51%
28.01%
15.83%
15.09%
13.56%
HSBC ELSS Tax Saver Fund (G)
2.12%
11.44%
14.95%
30.87%
16.85%
14.51%
13.92%
HSBC Aggressive Hybrid Fund (G)
0.3%
7.34%
11.22%
24.79%
12.87%
12.44%
12.39%
HSBC Value Fund (G)
1.29%
14.04%
24.82%
41.75%
25.94%
20.28%
16.62%
HSBC Tax Saver Equity Fund (G)
1.58%
10.35%
17.13%
28.14%
17.48%
15.35%
12.3%
Fund Performance