Sonal Gupta
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| HSBC Global Emerging Markets Fund HSBC · FoF Overseas | fund manager | Nov 2022* | now | 45 | 26.1% p.a. | 22.7% p.a. | +3.43 pp | 78% of 9 |
| HSBC Brazil Fund HSBC · FoF Overseas | fund manager | Nov 2022* | now | 45 | 11.6% p.a. | 22.7% p.a. | −11.14 pp | 22% of 9 |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | fund manager | Nov 2022* | now | 45 | 27.1% p.a. | 22.7% p.a. | +4.38 pp | 78% of 9 |
| HSBC Focused Fund HSBC · Focused | overseas investments | Dec 2023 | now | 32 | 13.6% p.a. | 12.8% p.a. | +0.81 pp | under 3 yrs |
| HSBC Consumption Fund HSBC · Sectoral/ Thematic | fund manager | Aug 2023* | Aug 2025 | 25 | 23.6% p.a. | 17.8% p.a. | +5.73 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | overseas investments | Sep 2023* | Aug 2025 | 24 | 25.5% p.a. | 21.3% p.a. | +4.24 pp | under 3 yrs |
| HSBC Infrastructure Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2023* | Aug 2025 | 24 | 18.6% p.a. | 18.3% p.a. | +0.35 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | overseas investments | Sep 2023* | Aug 2025 | 24 | 15.2% p.a. | 12.0% p.a. | +3.20 pp | under 3 yrs |
| HSBC Value Fund HSBC · Value | overseas investments | Sep 2023* | Aug 2025 | 24 | 22.7% p.a. | 18.9% p.a. | +3.78 pp | under 3 yrs |
| HSBC Aggressive Hybrid Fund HSBC · Aggressive Hybrid | overseas investments | Sep 2023* | Aug 2025 | 24 | 16.6% p.a. | 15.7% p.a. | +0.86 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | overseas investments | Sep 2023* | Aug 2025 | 24 | 13.4% p.a. | 13.2% p.a. | +0.21 pp | under 3 yrs |
| HSBC Small Cap Fund HSBC · Small Cap | overseas investments | Sep 2023* | Aug 2025 | 24 | 13.8% p.a. | 16.3% p.a. | −2.43 pp | under 3 yrs |
| HSBC Business Cycles Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2023* | Aug 2025 | 24 | 22.2% p.a. | 18.3% p.a. | +3.95 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | overseas investments | Sep 2023* | Aug 2025 | 24 | 22.9% p.a. | 18.6% p.a. | +4.23 pp | under 3 yrs |
| HSBC ELSS Tax saver Fund HSBC · ELSS | overseas investments | by Oct 2023† | Aug 2025 | ≥ 23 | 20.9% p.a. | 16.7% p.a. | +4.19 pp | under 3 yrs |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | overseas investments | Feb 2024* | Aug 2025 | 19 | 14.3% p.a. | 13.6% p.a. | +0.69 pp | under 3 yrs |
| HSBC Large Cap Fund HSBC · Large Cap | overseas investments | Aug 2024* | Aug 2025 | 13 | −2.3% p.a. | −0.6% p.a. | −1.69 pp | under 3 yrs |
| HSBC Flexi Cap Fund HSBC · Flexi Cap | overseas investments | Aug 2024* | Aug 2025 | 13 | −1.1% p.a. | −0.2% p.a. | −0.91 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | overseas investments | Aug 2024* | Aug 2025 | 13 | 6.0% p.a. | 5.8% p.a. | +0.17 pp | under 3 yrs |
| HSBC Large & Mid Cap Fund HSBC · Large & Mid Cap | overseas investments | Aug 2024* | Aug 2025 | 13 | −2.3% p.a. | −0.4% p.a. | −1.86 pp | under 3 yrs |
| HSBC India Export Opportunities Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2024* | Aug 2025 | 12 | −4.2% | −6.8% | +2.68 pp | under 3 yrs |
| HSBC Financial Services fund HSBC · Sectoral/ Thematic | overseas investments | Mar 2025* | Aug 2025 | 6 | 5.2% | 7.1% | −1.94 pp | under 3 yrs |
| HSBC Arbitrage Fund HSBC · Arbitrage | overseas investments | May 2025* | May 2025 | 1 | 0.4% | 0.4% | +0.01 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
19 of these stints are a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.