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HSBC Managed Solutions India Moderate Fund Regular Dividend-0.93%

14.68%
1 Year Return
Others
FoF Domestic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Managed Solutions India Moderate Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.93%
NAV₹20.67 (18 Jan 2021)
Fund Started30 Apr 2014
Fund Size78 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.7%
6.3%
11.7%
11.6%
Category Average
11.9%
5.5%
8.9%
-
Rank Within Category
6
7
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 14.7% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. 1Y Returns are higher than the category average returns
3. 5Y 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
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 1.91%
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HSBC Equity Direct-GrowthFinancialMutual Fund51.0%
HSBC Midcap Equity Direct-GrowthFinancialMutual Fund17.5%
HSBC Income Short Term Direct-GrowthFinancialMutual Fund15.6%
HSBC Income Investment Direct-GrowthFinancialMutual Fund8.8%
HSBC Flexi Debt Direct-GrowthFinancialMutual Fund6.9%

Fund Managers

Sanjay Shah
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Anitha Rangan
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Ranjithgopal K A
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HSBC Managed Solutions India Moderate Fund Regular Dividend Details

HSBC Managed Solutions India Moderate Fund Regular Dividend 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 Moderate Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹78 Cr and the Latest NAV as of 18 Jan 2021 is ₹20.67.

The HSBC Managed Solutions India Moderate Fund Regular Dividend 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.

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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