Investment Returns (CAGR)
1 yr.
8.26%
3 yr.
13.17%
5 yr.
12.18%
Since Inception.
12.15%
Fund Size (Rs.)
4192 Cr
Exit Load
1% on or before 1Y, Nil after 1Y
Scheme Type
6
ISIN
INF336L01IA9
Expense Ratio
1.35%
Minimum SIP (Rs.)
-
Launch Date
30 Apr 2014
Fund House
HSBC Global Asset Management (India) Private Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
Fund Size (Rs.)
4192 Cr
Benchmark Index
----
Scheme Type
6
ISIN
INF336L01IA9
Expense Ratio
1.35%
Minimum SIP (Rs.)
-
Launch Date
30 Apr 2014
Fund House
HSBC Global Asset Management (India) Private Limited
Exit Load
1% on or before 1Y, Nil after 1Y
1 yr. 8.26%
3 yr. 13.17%
5 yr. 12.18%
Since Inception. 12.15%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

