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HSBC Mutual Fund - Fund Manager

Sonal Gupta

Sonal Gupta

Qualification: CFA Charter from CFA Institute, USAPost Graduate Diploma in Management from Indian Institute of Management, Bangalore. Bachelors in Mechanical Engineering, Delhi College of Engineering, Delhi University . Experience:Over 16 years of experience HSBC Asset Management (India) Private. Limited as Head Research Equities (Since November 26, 2022) Prior Assignments: L&T Investment Management Limited as Head of Research - Equity from June 2021 to November 25, 2022 UBS Securities India Pvt Ltd as Lead Research Analyst from June 2006 to May 2021

Fund Name
Classification
Fund AUM (Cr.)
HSBC Asia Pacific (Ex Japan) DYF - Direct (G)
Other: FoFs Overseas
68.67
HSBC Asia Pacific (Ex Japan) DYF (G)
Other: FoFs Overseas
68.67
HSBC Brazil Fund - Direct (G)
Other: FoFs Overseas
244.79
HSBC Brazil Fund (G)
Other: FoFs Overseas
244.79
HSBC Focused Fund - Direct (G)
Equity: Focused
1708.01
HSBC Focused Fund (G)
Equity: Focused
1708.01
HSBC Global Emerging Markets Fund - Direct (G)
Other: FoFs Overseas
265.44
HSBC Global Emerging Markets Fund (G)
Other: FoFs Overseas
265.44
HSBC Global Equity Climate Change FoF - Dir (G)
Other: FoFs Overseas
52.55
HSBC Global Equity Climate Change FoF (G)
Other: FoFs Overseas
52.55
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HSBC GIF Global Emerging Markets Equity12.98%
HSBC GIF Brazil Equity Fund12.31%
HDFC Bank Ltd6.89%
ICICI Bank Ltd6.53%
Reverse Repo / Treps / CCIL6.10%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Asia Pacific (Ex Japan) DYF - Direct (G)
1.74%
7.44%
21.98%
32.22%
18.5%
10.58%
10.13%
HSBC Asia Pacific (Ex Japan) DYF (G)
1.71%
7.34%
21.79%
31.76%
17.96%
9.95%
9.41%
HSBC Brazil Fund - Direct (G)
3.18%
11.45%
24.05%
43.68%
11.81%
4.45%
-0.25%
HSBC Brazil Fund (G)
3.13%
11.3%
23.73%
42.9%
11.15%
3.75%
-0.8%
HSBC Focused Fund - Direct (G)
0.28%
1.7%
3.12%
-2.45%
16.96%
17.77%
20.62%
HSBC Focused Fund (G)
0.19%
1.41%
2.56%
-3.56%
15.59%
16.17%
18.96%
HSBC Global Emerging Markets Fund - Direct (G)
1.24%
11.01%
24.74%
36.54%
16.67%
6.81%
7.23%
HSBC Global Emerging Markets Fund (G)
1.21%
10.89%
24.46%
35.78%
15.92%
6.09%
5.48%
HSBC Global Equity Climate Change FoF - Dir (G)
2.6%
2.6%
5.37%
8.58%
8.73%
N/A
3.34%
HSBC Global Equity Climate Change FoF (G)
2.55%
2.45%
5.5%
8.37%
8.17%
N/A
2.7%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History