Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| HSBC Global Investment Funds - Global Equity Climate Change JC | Financial | Foreign MF | 96.03% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 14.00% | 10.16% | NA% | NA% |
| Category Average | 29.51% | 23.82% | 11.00% | NA% |
| Rank Within Category | 51.00% | 55.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.91%
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
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.
Managed Schemes
HSBC Multi Asset Allocation Fund Direct Growth
HSBC Multi Cap Fund Direct Growth
HSBC Conservative Hybrid Fund Direct Growth
HSBC Balanced Advantage Fund Direct Growth
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth
HSBC Dynamic Bond Fund Direct Growth
HSBC Equity Savings Fund Direct Growth
HSBC Income Plus Arbitrage Active FoF Direct Growth
HSBC Arbitrage Fund Direct Growth
HSBC Global Equity Climate Change FoF Direct Growth
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