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HSBC Managed Solutions India Moderate Fund Regular Growth

Other
FoF Overseas/Domestic
High Risk
33.67%
1Y return
-0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹23.10
Min. SIP Amount₹500
Rating3star
Fund Size₹71.53 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.7%10.7%10.8%12.2%
Category average34.5%11.1%9.5%NA
Rank with in category774NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
HSBC Equity Direct-Growth
FinancialMutual Fund48.5%
HSBC Income Short Term Direct-Growth
FinancialMutual Fund18.6%
HSBC Midcap Equity Direct-Growth
FinancialMutual Fund17.0%
HSBC Income Investment Direct-Growth
FinancialMutual Fund9.4%
HSBC Flexi Debt Direct-Growth
FinancialMutual Fund6.0%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.63%

Expense ratio, exit load and tax

Expense ratio: 2.63%

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

Minimum investment amounts

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