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    • HSBC Managed Solutions India Conservative fund (Growth)
    HSBC Mutual Funds

    HSBC Managed Solutions India Conservative fund (Growth)

    HybridConservative Hybrid

    17.436

    NAV (Sep 23)

    6.3%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    7 Years.

    Relative Size

    47 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    17.436

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    9.1%
    Last 3Y
    7.4%
    Last 5Y
    6.3%
    Last 10Y
    NA
    Since Inception
    7.8%
    6 Month CAGR
    4.5%
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    Scheme Information

    Investment Objective

    The objective of the Plan is to provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt,equity,gold ETFs and other ETFs and money market instruments. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    1.62
    Launched (7y ago)
    Apr 30, 2014
    AUM in Crores
    46.911
    ISIN
    INF336L01IM4
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Composite Bond Fund TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Gautam Bhupal

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    HSBC Asset Management(India)Private Ltd

    HSBC Asset Management(India)Private Ltd manages assets worth 11,737 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

    amc-img

  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    5%

    7.3%

    top-ranked-badge

    4.2%

    6%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    4.7%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About HSBC Managed Solutions India Conservative fund (G)

    About HSBC Managed Solutions India Conservative fund (G)

    HSBC Managed Solutions India Conservative fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.8% over a period of 7 years. . The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Gautam Bhupal

    HSBC Managed Solutions India Conservative fund (G) Investment Objective

    The objective of the Plan is to provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt,equity,gold ETFs and other ETFs and money market instruments. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    HSBC Managed Solutions India Conservative fund (G) NAV,AUM,Risk

    The HSBC Managed Solutions India Conservative fund (G) fund was launched on Apr 30, 2014. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-09-23 is ₹17.44. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹46.911. The category risk of the HSBC Managed Solutions India Conservative fund (G) fund is Moderate Risk. The fund charges 1.62 % as expense ratio.

    HSBC Managed Solutions India Conservative fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 72.5% in this asset class. The top three holdings of the fund are , hsbc short duration dir gr , hsbc flexi debt dir gr , hsbc debt dir gr , hsbc large cap equity dir gr , cash , idfc dynamic bond dir gr

    HSBC Managed Solutions India Conservative fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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