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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.0% | −5.6% | +0.6% |
| 3 Months | −3.0% | −3.6% | +0.6% |
| 6 Months | +13.7% | +8.1% | +5.6% |
| 1 Year | +0.9% | −2.3% | +3.2% |
|---|
| 2 Years | −1.5% | −3.9% | +2.5% |
|---|
| 3 Years (CAGR) | +9.1% | +9.2% | −0.1% |
|---|
| 4 Years (CAGR) | +11.7% | +11.2% | +0.5% |
|---|
| 5 Years (CAGR) | +9.3% | +8.9% | +0.3% |
|---|
| Since launch | +12.2% | +11.7% | +0.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 16.9%
HSBC Asset Management’s story and investment philosophy are on the HSBC Asset Management firm page.
Hitendra Dave
Chief Executive Officer
Chief Executive Officer of HSBC in India, leading the bank’s operations and strategic growth across corporate, commercial and retail banking segments.
Ankur Banthiya
Head, Client Operations
Investor Relations Officer at HSBC Mutual Fund, responsible for grievance redressal and investor communication.
Sumesh Kumar
Head of Compliance Advisory
Compliance Officer at HSBC Mutual Fund, overseeing regulatory compliance and grievance escalation.
Kailash Kulkarni
Chief Executive Officer and Associate Director
Chief Executive Officer of HSBC Mutual Fund, responsible for leadership and overall operations of the asset management business in India.
Venugopal Manghat
CIO Equity
Shriram Ramanathan
CIO Fixed Income
Padmanabhan Thirumangalathu
Chief Risk Officer
Ankur Thakore
Chief Business Officer
Sujata Nikhil Gokhale
Head Product
Mittal Shah
Head of Finance
Romit Mufti
Head Human Resources
Neelotpal Sahai
Dir. Indian Equities & Head Offshore Advisory
Cheenu Gupta
Fund Management Equities
Gautam Bhupal
Fund Management Equities
Siddharth Vora
Fund Management Equities
Mahesh Chhabria
Fund Management Fixed Income
Praveen Ayathan
Fund Management Equities
Sonal Gupta
Fund Management - Offshore Fund of Funds
Asif Rizwi
Fund Management - Fixed Income
Abhishek Gupta
Fund Management Equities
Registration No
INP000001322
Fund Manager
Puneet Chaddha
Principal Officer
Puneet Chaddha
Inflow
₹2.93 Cr
Outflow
₹6.06 Cr
Net
₹-3.13 Cr
Not reported — complaint data for this strategy isn't available yet.
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