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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.21 | 53.69 | 1.93 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 50.35 | 1.40 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Business Cycles Fund(IDCW) | 35.33% | 19.52% | 11.58% |
ICICI Pru India Opp Fund(IDCW-Payout) | 20.42% | 18.22% | 18.61% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
7.21 %
Holdings
6.17 %
Holdings
5.52 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,28,443.71 Cr.
Gautam Bhupal
AUM: ₹36,634.17 Cr.
|
Exp: —
Venugopal Manghat
AUM: ₹55,004.46 Cr.
|
Exp: 18yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%