To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Jan 01, 2013
7.61
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.84 %
Expense Ratio
1.96%
Volatility
10.22 %
Fund House
HSBC Mutual Fund
Fund Manager
Mr. Gautam Bhupal, Mr. Shriram Ramanathan, Mr. Mohd. Asif Rizwi, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to exit load as under: a. For 10% of the units redeemed / switched-out: Nil. b. For remaining units redeemed or switched-out: 1.00%. No Exit Load will be charged, if Units are redeemed / switchedout after 1 year from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.