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

HSBC Managed Solutions India Conservative fund (Growth)

HybridConservative Hybrid

17.8

NAV (Dec 01)

5.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.8

NAV (Dec 1)

Fund Returns

Last 1Y

2.2%

Last 3Y

5.1%

Last 5Y

5.2%

Last 10Y

NA

Since Inception

6.9%

6 Month CAGR

3.8%

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.

Expense Ratio

1.62

Launched (8y ago)

Apr 30, 2014

AUM in Crores

38.129

ISIN

INF336L01IM4

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

4.6

Standard Deviation (5yr)

4.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.1874

Fund Managers

Gautam Bhupal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

hsbc short duration dir gr

44.8%
44.8%

hsbc flexi debt dir gr

25.4%
25.4%

hsbc debt dir gr

19.2%
19.2%

hsbc large cap equity dir gr

10.1%
10.1%

treps

0.7%
0.7%
See all holdings

Compare HSBC Managed Solutions India Conservative fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    3.8%

    5%

    5.3%

    6.2%

    HSBC Managed Solutions India Conservative fund (G) Review

    HSBC Managed Solutions India Conservative fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.9% over a period of 8 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Gautam Bhupal.

    Nav of HSBC Managed Solutions India Conservative fund (G) as of 12/1/2022 is ₹17.80 with the total AUM as of 12/3/2022 is ₹38.129. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Conservative fund (G) was launched on Apr 30, 2014. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for HSBC Managed Solutions India Conservative fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is HSBC Managed Solutions India Conservative fund (G)?

    HSBC Managed Solutions India Conservative fund (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Managed Solutions India Conservative fund (G)?

    You can invest in HSBC Managed Solutions India Conservative fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HSBC Managed Solutions India Conservative fund (G)?

    The minimum sip amount for HSBC Managed Solutions India Conservative fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Managed Solutions India Conservative fund (G) good to invest in?

    As per Scripbox experts, HSBC Managed Solutions India Conservative fund (G) is a Not Reviewed Yet fund. You can investHSBC Managed Solutions India Conservative fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HSBC Managed Solutions India Conservative fund (G)?

    The expense ratio of the HSBC Managed Solutions India Conservative fund (G) is 1.62% for regular plan.