Fund Details
HSBC Managed Solutions India Conservative Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.64% |
| NAV | ₹16.75 (19 Jan 2021) |
|---|---|
| Fund Started | 30 Apr 2014 |
| Fund Size | ₹54 Cr |
Returns
Comparison
1. Risk is lower compared to the benchmark
2. 1Y Returns are higher than the benchmark
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
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
3. Higher expense ratio
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.63%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HSBC Income Short Term Direct-Growth | Financial | Mutual Fund | 44.6% |
| HSBC Flexi Debt Direct-Growth | Financial | Mutual Fund | 24.7% |
| HSBC Income Investment Direct-Growth | Financial | Mutual Fund | 13.0% |
| HSBC Equity Direct-Growth | Financial | Mutual Fund | 10.4% |
| IDFC Dynamic Bond Fund - Direct Plan | Financial | Mutual Fund | 6.8% |
Fund Managers
HSBC Managed Solutions India Conservative Fund Regular Growth Details
HSBC Managed Solutions India Conservative Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹54 Cr and the Latest NAV as of 19 Jan 2021 is ₹16.75.
The HSBC Managed Solutions India Conservative Fund Regular Growth is rated Moderately High 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 scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds 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.
