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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 Brazil Fund (G)
Other: FoFs Overseas
36.37
HSBC Equity Savings Fund (G)
Hybrid: Equity Savings
406.54
HSBC Midcap Fund (G)
Equity: Mid Cap
11882.09
HSBC Managed Solutions Growth Fund (G)
Other: FoFs Domestic
44.9
HSBC Asia Pacific (Ex Japan) DYF (G)
Other: FoFs Overseas
6.43
HSBC Business Cycles Fund (G)
Equity: Sectoral : Thematic
953.19
HSBC Managed Solutions Conservative Fund (G)
Other: FoFs Domestic
25.12
HSBC Small Cap Fund (G)
Equity: Small Cap
16905.18
HSBC Managed Solutions Moderate Fund (G)
Other: FoFs Domestic
59.9
HSBC Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1493.75
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Treps2.24%
ICICI Bank Ltd1.74%
Trent Ltd1.71%
NTPC Ltd1.60%
Indian Bank1.55%
Fund Name1M3M6M1Y3Y5YSince Inception
HSBC Brazil Fund (G)
7.64%
4.8%
-5.59%
0.97%
-0.82%
-4.19%
-2.57%
HSBC Equity Savings Fund (G)
2.43%
6.25%
12.83%
23.32%
12.25%
13.53%
9.48%
HSBC Midcap Fund (G)
7.93%
12.72%
24.57%
54.17%
23.67%
26.96%
20.02%
HSBC Managed Solutions Growth Fund (G)
4.59%
9.8%
13.72%
29.71%
14.63%
18.63%
14.36%
HSBC Asia Pacific (Ex Japan) DYF (G)
6.39%
2.15%
10.53%
15.7%
3.67%
7.68%
7.23%
HSBC Business Cycles Fund (G)
7.76%
11.76%
24.42%
49.56%
24.56%
25.03%
15.62%
HSBC Managed Solutions Conservative Fund (G)
1.09%
3.27%
4.91%
10.15%
5.69%
6.54%
7.19%
HSBC Small Cap Fund (G)
6.64%
12.19%
25.08%
40.03%
28.39%
32.46%
23.41%
HSBC Managed Solutions Moderate Fund (G)
3.81%
8.38%
11.79%
25.09%
12.6%
16.09%
12.77%
HSBC Balanced Advantage Fund (G)
3.24%
8.29%
9.75%
22.28%
11.21%
12.01%
11.22%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History