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HSBC Mutual Fund - Fund Manager

Sonal Gupta

Sonal Gupta

Qualification: CFA Charter from CFA Institute, USA Post 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 Brazil Fund (G)
Other: FoFs Overseas
45.22
HSBC Equity Savings Fund (G)
Hybrid: Equity Savings
211.18
HSBC Midcap Fund (G)
Equity: Mid Cap
9206.27
HSBC Asia Pacific (Ex Japan) DYF (G)
Other: FoFs Overseas
6.99
HSBC Business Cycles Fund (G)
Equity: Sectoral : Thematic
707.64
HSBC Small Cap Fund (G)
Equity: Small Cap
13230.82
HSBC Aggressive Hybrid Fund (G)
Hybrid: Aggressive Hybrid
5154.26
HSBC Global Emerging Markets Fund (G)
Other: FoFs Overseas
30.38
HSBC Value Fund (G)
Equity: Value
10760.81
HSBC Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1390.73
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd1.61%
Larsen & Toubro Ltd1.50%
Ratnamani Metals & Tubes Ltd1.45%
NTPC Ltd1.32%
HDFC Bank Ltd1.08%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Brazil Fund (G)
-0.63%
13.06%
5.55%
18.15%
-0.09%
-3.05%
-2.03%
HSBC Equity Savings Fund (G)
0.32%
4.17%
8.08%
17.87%
10.98%
9.85%
8.62%
HSBC Midcap Fund (G)
1.65%
13.31%
25.18%
41.49%
21.92%
17.39%
18.97%
HSBC Asia Pacific (Ex Japan) DYF (G)
-3.33%
0.48%
-4.17%
-3.13%
-2.53%
5.47%
5.94%
HSBC Business Cycles Fund (G)
1.51%
11.77%
15.5%
34.02%
22.6%
17.14%
13.22%
HSBC Small Cap Fund (G)
1.35%
10.2%
24.06%
48.51%
36.75%
23.38%
22.2%
HSBC Aggressive Hybrid Fund (G)
0.3%
7.34%
11.22%
24.79%
12.87%
12.44%
12.39%
HSBC Global Emerging Markets Fund (G)
-2.63%
1.2%
-8%
-6.37%
-8.53%
3.44%
3.06%
HSBC Value Fund (G)
1.29%
14.04%
24.82%
41.75%
25.94%
20.28%
16.62%
HSBC Balanced Advantage Fund (G)
1.15%
7.08%
10.51%
18.32%
9.02%
9.7%
10.71%
Fund Performance