HSBC Managed Solutions India Moderate Fund Direct Growth

Other
FoF Overseas/Domestic
High Risk
14.66%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Feb 2024₹32.55
Min. SIP amount₹1,000
Rating2
Fund size₹57.81Cr

Return calculator

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

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.1%14.7%14.9%12.7%
Category average26.4%15.1%14.5%NA
Rank with in category11125NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
HSBC Large Cap Fund Direct-Growth
NAMutual Fund48.20%
HSBC Small Cap Fund Direct-Growth
NAMutual Fund16.92%
HSBC Short Duration Fund Direct-Growth
NAMutual Fund15.89%
HSBC Medium to Long Duration Fund Direct-Growth
NAMutual Fund11.92%
HSBC Dynamic Bond Fund Direct-Growth
NAMutual Fund6.11%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Cons

Lower expense ratio: 0.09%
3Y annualised returns lower than category average by 0.49%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Low rating: 2
1Y and 5Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.09%

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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
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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