HSBC Multi Asset Allocation Fund Regular - Growth
HSBC Multi Asset Allocation Fund Regular - Growth: Mutual Fund Overview
HSBC Multi Asset Allocation Fund Regular - Growth is an Multi Asset Allocation mutual fund with over 2.03 years of performance history. The scheme manages an AUM of ₹2783.12 Cr and has a NAV of ₹13.2327. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 28.99%.
Hybrid, Multi Asset Allocation, Principal at very high risk
1 Year Return 28.99% at 12 Mar 2026 08:45 PM
Fund Details
NAV 13.2327
Sub-Type Multi Asset Allocation
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 2.03
Fund Size(in Crores) 2783.12
Fund Performance
1 Month -3.8%
3 Month 2.89%
6 Month 6.32%
1 Year 28.99%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.64%) Market Cap Large Cap 4.36 Small Cap 67.08 Mid Cap 22.2 Top Sectors Financial 20.86 Services 18.23 Capital Goods 11.48 Healthcare 11.01 Automobile 7.85 Metals & Mining 7.14 Chemicals 6.41 Consumer Discretionary 2.34 Consumer Staples 1.47 Construction 1.33 Communication 1.28 Technology 1.22 Unclassified 1.19 Materials 1.12 Textiles 0.71 Top Holding Physicswallah 0.89 Privi Speciality Chemicals 1.5 Karur Vysya Bank 4.05 Eris Lifesciences 0.82 Lenskart Solutions 1.44 Prudent Corporate Advisory Services 0.98 eClerx Services 1.81 Sai Life Sciences 0.93 Persistent Systems 1.22 Shadowfax Technologies 0.65 Smartworks Coworking Spaces 0.48 Le Travenues Technology 0.67 Firstsource Solutions 1.19 ICICI Prudential Asset Management Company 1.19 Aditya Infotech 1.28 Narayana Hrudayalaya 0.88 Navin Fluorine International 2.48 Laurus Labs 1.62 Krishna Institute 0.57 MCX 4.6 Hindustan Copper 2.38 Aster DM Healthcare 1.34 Kirloskar Oil Engines 1.56 Max Financial Services 1.51 Cholamandalam Financial 0.62 Pricol 1.13 Apollo Micro Sys 1.46 Sharda Cropchem 1.47 City Union Bank 3.56 SJS Enterprises 2.04 Sagility 1.82 Ather Energy 1.38 V2 Retail 1.12 Welspun Corp 1.18 Delhivery 1 Billionbrains Garage Ventures 1.65 Data Patterns (India) 1.07 Shaily Eng Plastics 1.12 Radico Khaitan 1.47 Veranda Learning Solutions 0.52 Cemindia Projects 1.33 K.P.R. Mill 0.71 RBL Bank 1.33 Kalpataru Projects Intl. 0.79 Eureka Forbes 0.97 The Federal Bank 2.73 CarTrade Tech 1.59 BlackBuck 1.29 Lumax Auto Technologies 1.48 Craftsman Automation 1.24 Awfis Space Solutions 0.59 Bharat Electronics 0.48 PTC Industries 0.87 Healthcare Global Enterprises 0.91 Neuland Laboratories 0.98 Manappuram Finance 1.33 Thangamayil Jewellery 0.9 GE Vernova T&D 1.36 Hindustan Zinc 1.75 Ujjivan Small Finance Bank 1.1 Syrma SGS Technology 1.34 MTAR Technologies 1.74 Solar Industries India 0.95 Gabriel India 0.58 Central Depository Services (India) 1.21 TD Power Systems 1.67 PNB Housing Finance 0.79 Acutaas Chemicals 2.97
Debt & Others (6.36%) Sector Allocation Repo 0.1 Net Current Assets 6.26 Debt Credit Ratings Debt Category Others 6.36
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -5.91% Ret 1Y 8.14% Ret 3Y 16.32% Ret 5Y 17.77%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.78%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dipan S. Parikh
Education Mr. Parikh has done B.Com
Experience He has been working with HSBC Mutual Fund since 2006
Kapil Punjabi
Education Mr. Kapil Punjabi is MMS from Mumbai University.
Experience Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Asif Rizwi
Education Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Mahesh A Chhabria
Education Mr. Chhabria is a Commerce Graduate and has also pursued FCA and CFA.
Experience Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 10
Date of Incorporation 2024-02-28
Total AUM 137331.96
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
