Sonal Gupta
Head of Research – Equity at HSBC
Sonal Gupta is named on 5 schemes at HSBC. Of the 5 ranked with a three-year record, 3-year CAGR runs from 31.8% (HSBC Global Emerging Markets Fund - Direct Plan - Growth) down to 9.8% (HSBC Large Cap Fund - Direct Plan - Growth), across FoF Overseas, Focused Fund, Large Cap Fund. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from HSBC's SEBI filings.
Background
- Qualifications
- CFA Charter from CFA Institute, USA Post Graduate Diploma in Management from Indian Institute of Management, Bangalore. Bachelors in Mechanical Engineering, Delhi College of Engineering, Delhi University
- Experience
- Over 22 years of experience HSBC Asset Management (India) Private. Limited as Head Research – Equities (Since November 26, 2022) Prior Assignments: L&T Investment Management Limited as Head of Research – Equity from June 1, 2021 to November 25, 2022 UBS Securities India Pvt Ltd from June 19, 2006 till May 28, 2021 [Director – Equity Research (since Mar’ 2010)]
Funds Sonal Gupta manages
5Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | HSBC Global Emerging Markets Fund | ★★★☆☆ | +41.4% | +31.8% | +13.6% | 0.74% | ₹320.64Cr |
| 2 | HSBC Asia Pacific (Ex Japan) Dividend Yield FundSmall fund | ★★★☆☆ | +30.8% | +29.2% | +15.7% | 0.82% | ₹78.48Cr |
| 3 | HSBC Brazil Fund | ★☆☆☆☆ | +52.3% | +24.9% | +14.6% | 0.92% | ₹353.14Cr |
| 4 | HSBC Focused Fund | ★★★☆☆ | +6.3% | +14.1% | +11.6% | 1.07% | ₹1,787Cr |
| 5 | HSBC Large Cap Fund | ★★☆☆☆ | -1.4% | +9.8% | +8.4% | 1.41% | ₹1,826Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from HSBC’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.