myplexus

NFO Monitor

Fund Fact

Name of Funds:

HSBC Multi Asset Allocation

Opening:

8th February 2024

Closing:

22nd February 2024

Minimum Investment:

Rs. 1,000 per application & in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed or switched out are above 10% of the units purchased within 1 year from the date of allotment

Fund Stats

Objective:

The aim of the fund is to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments, Debt & Money Market Securities and Gold / Silver ETFs.

Benchmark:

BSE 200

Fund Manager:

Cheenu Gupta, Mahesh Chhabria, Sonal Gupta, Dipan S. Parikh

Asset Allocation

65-80% Equity 10-25% Money Market

10-25% Debt upto 10% Others

Comparable existing schemes

Aditya Birla Sun Life Multi Asset Allocation Fund	10.24(6M)	21.28(1Y)
UTI Multi Asset Allocation Fund	22.24(6M)	36.54(1Y)

Fund Prognosis

Idea Distiller

The risk diversifying strategy of the fund houses in these "market highs"!!!

Fund House AAUM:
Rs 10216275.83 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 26 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Definitely oomphy but…...the devil lies in the execution. It is not a simple to manage scheme at all.

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