Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| HSBC Global Investment Funds - Asia Pacific Ex Japan Equity High Dividend S9S | Financial | Foreign MF | 95.95% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 48.80% | 21.12% | 12.60% | 10.47% |
| Category Average | 29.51% | 23.82% | 11.00% | NA% |
| Rank Within Category | 14.00% | 34.00% | 18.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.06%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Fund management
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