Sonal Gupta manages 23 mutual fund schemes at HSBC Mutual Fund with combined assets of ₹98,359 Cr. The largest are HSBC Small Cap Fund Reg Growth, HSBC Midcap Gr and HSBC Value Gr.
- AUM of schemes managed
- ₹98,359 Cr
- Co-managed schemes count in full
- Schemes
- 23
- Fund house
- HSBC Mutual Fund
- Largest category
- Equity · 88%
Where the money sits
Share of assets managed, by fund category.
- Equity88% · 18 schemes
- Hybrid12% · 5 schemes
Funds managed by Sonal Gupta
| Scheme | |||||
|---|---|---|---|---|---|
| HSBC Small Cap Fund Reg GrowthSmall Cap Fund · Very High Risk | AUM₹19,076 Cr | Expense1.79% | 1Y8.61% | 3Y11.71% | 5Y13.87% |
| HSBC Midcap GrMid Cap Fund · Very High Risk | AUM₹17,188 Cr | Expense2.29% | 1Y10.56% | 3Y20.21% | 5Y15.11% |
| HSBC Value GrValue Fund · Very High Risk | AUM₹15,373 Cr | Expense1.88% | 1Y-0.58% | 3Y13.46% | 5Y12.70% |
| HSBC Multi Cap Reg GrMulti Cap Fund · Very High Risk | AUM₹6,503 Cr | Expense2.10% | 1Y2.81% | 3Y14.89% | 5Y– |
| HSBC Flexi Cap GrFlexi Cap · Very High Risk | AUM₹6,000 Cr | Expense2.14% | 1Y2.03% | 3Y13.90% | 5Y10.52% |
| HSBC Large & Mid Cap Reg GrLarge and Mid Cap Fund · Very High Risk | AUM₹5,931 Cr | Expense2.57% | 1Y2.78% | 3Y14.71% | 5Y11.22% |
| HSBC Aggressive Hybrid GrowthAggressive Hybrid Fund · Very High Risk | AUM₹5,870 Cr | Expense1.98% | 1Y0.68% | 3Y11.26% | 5Y8.52% |
| HSBC ELSS Tax saver GrELSS (Tax Savings) · Very High Risk | AUM₹4,229 Cr | Expense1.99% | 1Y-0.00% | 3Y13.94% | 5Y10.41% |
| HSBC Multi Asset Allocation Reg GrMulti Asset Allocation · Very High Risk | AUM₹3,260 Cr | Expense2.45% | 1Y2.31% | 3Y– | 5Y– |
| HSBC Infrastructure Fund GrSector - Infrastructure · Very High Risk | AUM₹2,466 Cr | Expense2.12% | 1Y4.50% | 3Y13.18% | 5Y14.82% |
| HSBC Large Cap GrLarge Cap Fund · Very High Risk | AUM₹1,855 Cr | Expense2.38% | 1Y-3.81% | 3Y8.59% | 5Y6.78% |
| HSBC Focused Reg GrFocused Fund · Very High Risk | AUM₹1,843 Cr | Expense2.22% | 1Y2.25% | 3Y12.00% | 5Y8.96% |
| HSBC Consumption Reg GrSector - Consumption · Very High Risk | AUM₹1,817 Cr | Expense2.21% | 1Y-2.79% | 3Y12.72% | 5Y– |
| HSBC Balanced Advantage GrowthDynamic Asset Allocation or Balanced Advantage · Moderately High risk | AUM₹1,522 Cr | Expense2.50% | 1Y-1.02% | 3Y7.58% | 5Y6.53% |
| HSBC Equity Savings GrEquity Savings · Moderately High risk | AUM₹1,475 Cr | Expense2.53% | 1Y4.65% | 3Y11.22% | 5Y9.64% |
| HSBC India Export Opports Reg GrSectoral/ Thematic · Very High Risk | AUM₹1,326 Cr | Expense2.44% | 1Y15.81% | 3Y– | 5Y– |
| HSBC Business Cycles Reg GrowthSectoral/ Thematic · Very High Risk | AUM₹1,229 Cr | Expense2.33% | 1Y-1.35% | 3Y13.97% | 5Y12.08% |
| HSBC Global Emerging Markets GrFoF (Overseas/Domestic) · Very High Risk | AUM₹519 Cr | Expense2.29% | 1Y35.82% | 3Y27.24% | 5Y10.84% |
| HSBC Brazil GrFoF (Overseas/Domestic) · Very High Risk | AUM₹338 Cr | Expense2.29% | 1Y51.21% | 3Y20.67% | 5Y12.87% |
| HSBC Tax Saver Equity GrELSS (Tax Savings) · Very High Risk | AUM₹244 Cr | Expense2.50% | 1Y3.97% | 3Y17.42% | 5Y15.56% |
| HSBC Conservative Hybrid GrConservative Hybrid Fund · Moderately High risk | AUM₹156 Cr | Expense2.17% | 1Y-0.42% | 3Y7.51% | 5Y6.00% |
| HSBC Asia Pacific(Ex Jap)Div Yld Reg GrFoF (Overseas/Domestic) · Very High Risk | AUM₹86 Cr | Expense2.03% | 1Y27.37% | 3Y25.44% | 5Y13.36% |
| HSBC Global Equity Climate Chg FoF Reg GrFoF (Overseas/Domestic) · Very High Risk | AUM₹54 Cr | Expense1.43% | 1Y22.43% | 3Y9.83% | 5Y3.65% |
These are each scheme's returns for the plan shown, not Sonal Gupta's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.
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Other fund managers at HSBC Mutual Fund
- Mayank Chaturvedi₹99,107 Cr
- Mahesh Chhabria₹79,723 Cr
- Shriram Ramanathan₹67,863 Cr
- Abhishek Iyer₹57,106 Cr
- Rahul Totla₹50,113 Cr
- Venugopal Manghat₹44,199 Cr
Managers with a similar fund mix
Sonal Gupta: frequently asked questions
Which mutual funds does Sonal Gupta manage?
Sonal Gupta manages 23 mutual fund schemes at HSBC Mutual Fund. The largest by assets are HSBC Small Cap Fund Reg Growth (₹19,076 Cr), HSBC Midcap Gr (₹17,188 Cr) and HSBC Value Gr (₹15,373 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.
How much money does Sonal Gupta manage?
The schemes Sonal Gupta manages or co-manages hold ₹98,359 Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Sonal Gupta is named on, not money managed alone.
Which fund house does Sonal Gupta work for?
Sonal Gupta is a fund manager at HSBC Mutual Fund. Other fund managers at HSBC Mutual Fund include Mayank Chaturvedi, Mahesh Chhabria and Shriram Ramanathan.
What are Sonal Gupta's qualifications?
Sonal Gupta's listed qualifications are B.Tech; PGDM; IIM.