HSBC Mutual Fund - Fund Manager
Qualification: BE (Electronics and Telecom, Mumbai University), MBA (IMT, Ghaziabad), CFA (CFA Institute) . Experience:Around 15 years of experience HSBC Asset Management (India) Private Limited as Vice President - Equity (Since April 25, 2022) Prior Assignments: PGIM India Asset Management Pvt Ltd - Senior Manager - Equity from November 2012 to March 2020. Avendus Securities Ltd - Associate - Institutional Equity Sales from February 2011 to November 2012. Yes Bank Limited - Associate - Corporate Banking from December 2009 to - February 2011.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
HSBC Balanced Advantage Fund - Direct (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1587.94 |
HSBC Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1587.94 |
HSBC Balanced Advantage Fund (IDCW) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1587.94 |
HSBC Balanced Advantage Fund - Direct (IDCW) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1587.94 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| ICICI Bank Ltd | 7.19% |
| HDFC Bank Ltd | 5.33% |
| Axis Bank Ltd | 5.22% |
| GS MAT - 10/04/2028 7.06% | 3.14% |
| Aurobindo Pharma Ltd | 2.86% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| HSBC Balanced Advantage Fund - Direct (G) | -0.1% | 1% | 2.03% | 1.35% | 12.78% | 10.71% | 11.77% |
| HSBC Balanced Advantage Fund (G) | -0.21% | 0.69% | 1.39% | 0.05% | 11.29% | 9.24% | 10.46% |
| HSBC Balanced Advantage Fund (IDCW) | -0.21% | 0.69% | 1.39% | 0.06% | 11.55% | 9.39% | 10.37% |
| HSBC Balanced Advantage Fund - Direct (IDCW) | -0.1% | 1% | 2.03% | 1.36% | 12.79% | 10.72% | 11.62% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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