Home>Mutual Funds>HSBC Mutual Fund>HSBC Managed Solutions India Conservative Fund Direct Growth

HSBC Managed Solutions India Conservative Fund Direct Growth

Other
FoF Overseas/Domestic
Moderate Risk
7.21%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹17.58
Min. SIP Amount₹500
Rating2star
Fund Size₹47.64 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.2%7.2%6.7%8.1%
Category average14.2%7.4%7.4%NA
Rank with in category322527NA
Understand termsinfo

Holdings (4)

NameSectorInstrumentAssets
HSBC Income Short Term Direct-Growth
FinancialMutual Fund49.3%
HSBC Flexi Debt Direct-Growth
FinancialMutual Fund25.2%
HSBC Income Investment Direct-Growth
FinancialMutual Fund14.7%
HSBC Equity Direct-Growth
FinancialMutual Fund10.1%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • 3Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Sanjay Shah
Apr 2014 - Present
View Details
keyboard_arrow_down
Anitha Rangan
Feb 2019 - Present
View Details
keyboard_arrow_down
Ranjithgopal K A
Feb 2017 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

HSBC Managed Solutions India Conservative Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India