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HSBC Managed Solutions India Conservative Fund Direct Growth

Other
FoF Overseas/Domestic
Moderate Risk
8.14%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Oct 2021₹18.00
Min. SIP amount₹500
Rating2star
Fund size₹43.03 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%8.1%6.7%8.2%
Category average14.2%7.4%7.4%NA
Rank with in category322727NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
HSBC Income Short Term Direct-Growth
FinancialMutual Fund49.8%
HSBC Flexi Debt Direct-Growth
FinancialMutual Fund24.7%
HSBC Income Investment Direct-Growth
FinancialMutual Fund15.4%
HSBC Equity Direct-Growth
FinancialMutual Fund9.3%
IDFC Dynamic Bond Fund - Direct Plan
FinancialMutual Fund0.1%

Pros and cons

info
Category: Other FoF Overseas/Domestic
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Pros

3Y annualised returns higher than category average by 0.8%
Higher alpha: 1.1 The fund has generated returns higher than benchmark - Nifty 500 - in the last 3Y
Lower expense ratio: 0.87%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 43Cr. Funds with lower AUM tend to have higher expense ratio
1Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.87%

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
Check past data

Minimum investment amounts

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

Fund management

Sanjay Shah
Apr 2014 - Present
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Anitha Rangan
Feb 2019 - Present
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Ranjithgopal K A
Feb 2017 - Present
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Fund house & investment objective

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Fund house contact details

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