HSBC Managed Solutions India Conservative Fund Direct Growth+0.03%

3
8.64%
1 Year Return
Others
FoF Domestic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Managed Solutions India Conservative Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.86%
NAV16.40 (31 Jul 2020)
Fund Started30 Apr 2014
Fund Size58 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Managed Solutions India Conservative Fund Direct Growth
8.6%
6.5%
7.0%
8.2%
Category Average
3.2%
4.0%
2.0%
-
Rank within category
14
22
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.6% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 5Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    HSBC Income Short Term Direct-GrowthFinancialMutual Fund45.1%
    HSBC Flexi Debt Direct-GrowthFinancialMutual Fund29.0%
    HSBC Income Investment Direct-GrowthFinancialMutual Fund12.4%
    HSBC Equity Direct-GrowthFinancialMutual Fund9.9%
    IDFC Dynamic Bond Fund - Direct PlanFinancialMutual Fund2.3%

    Fund Managers

    addSanjay Shah
    Education
    Mr. Shah is a Chartered Accountant and PGDM.
    Experience
    Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
    Funds Managed
    addAnitha Rangan
    Education
    She holds PGDBM from S.P. Jain Institute of Management Research, C.A. and M.Com.
    Experience
    Prior to joining HSBC AMC, she has worked with Crisil Ltd. as Senior Manager , Nomura Structured Financial Services as Vice President - Credit Research , Lehman Brothers Structured Financial Services as Analyst - Credit Research and Ambattur Clothing Ltd. as Executive.
    Funds Managed

    HSBC Managed Solutions India Conservative Fund Direct Growth Details

    HSBC Managed Solutions India Conservative Fund Direct Growth is a Others Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 30 Apr 2014. Sanjay Shah, Gautam Bhupal, Ranjithgopal K A is the Current Fund Manager of HSBC Managed Solutions India Conservative Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹58 Cr and the Latest NAV as of 31 Jul 2020 is ₹16.40.

    The HSBC Managed Solutions India Conservative Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The objective of the Plan is to provide long term total return aimed at providing income through an active asset allocation with diversication commensurate with the risk portfolio of investments by predominantly investing in units of debt mutual funds as well as in a basket of equity mutual funds, gold ETFs and other ETFs and money market instruments.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    27 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    JP Morgan Chase Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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