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- HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A)
Formerly HSBC Managed Solu Ind Cnsrv DR
HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A)
₹ 18.225
NAV (Apr 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.225
NAV (Apr 23)
Fund Returns
Last 1Y | 0.8% |
Last 3Y | 2.9% |
Last 5Y | 4.2% |
Last 10Y | NA |
Since Inception | 6.2% |
6 Month CAGR | 5.5% |
Scheme Information
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 | 1.31 |
Launched (10y ago) | Apr 30, 2014 |
AUM in Crores | 27.305 |
ISIN | INF336L01IL6 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.4 |
Standard Deviation (5yr) | 5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.523 |
Sharpe Ratio (5yr) | -0.17 |
YTM | 7.40442 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) | 8,10,001 | 77,389 | 4.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hsbc short duration dir gr
40.5%hsbc medium to long duration dir gr
25%hsbc dynamic bond dir gr
24.9%hsbc large cap dir gr
9.8%net current assets (including cash & bank balances)
2.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,417 cr | ||
₹ 3,102 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.5% | 22.2% | ||
5.3% | 5.9% | ||
27.8% | 17% | ||
21.4% | 15.6% | ||
4.5% | 5.1% |
HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) Review
HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.2% over a period of 9 years. The fund was previously known as HSBC Managed Solu Ind Cnsrv DR. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Gautam Bhupal, Sonal Gupta.
Nav of HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) as of 4/23/2024 is ₹18.23 with the total AUM as of 4/24/2024 is ₹27.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) was launched on Apr 30, 2014. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) 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 IDCW fund (RIDCW-A)?
How to invest in HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A)?
You can invest in HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) 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 IDCW fund (RIDCW-A)?
The minimum sip amount for HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) is a Not Reviewed Yet fund. You can investHSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) 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 IDCW fund (RIDCW-A)?
The expense ratio of the HSBC Managed Solutions India Conservative IDCW fund (RIDCW-A) is 1.31% for regular plan.