HSBC Mutual Funds

HSBC Managed Solutions India Moderate Fund Direct Plan Growth

₹ 33.68

NAV (Mar 11)

11.506%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

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.

Expense Ratio
0.09 %
Launched 10Y ago
2014-04-30
AUM in Crores
53.5
ISIN
INF336L01IJ0
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
9.7
Beta
0.7
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

HSBC Large Cap Fund Direct-Growth

47.01%
47.01%

HSBC Short Duration Fund Direct-Growth

16.02%
16.02%

HSBC Small Cap Fund Direct-Growth

15.73%
15.73%

HSBC Medium to Long Duration Fund Direct-Growth

11.87%
11.87%

HSBC Dynamic Bond Fund Direct-Growth

7.66%
7.66%
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Allocation by Sector

Financial

13.66%
13.657806%

Services

8.14%
8.144643%

Technology

6.17%
6.171462%

Capital Goods

5.3%
5.304831%

Healthcare

5.06%
5.063415%
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Frequently Asked Questions

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