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HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually)

Hybrid

Multi Asset Allocation

₹ 18.18

NAV (OCT 20)

Scripbox Opinion

Neutral

Click here for top ranked funds in multi asset allocation mutual funds.

However, Scripbox does not recommend investing in multi asset allocation mutual funds.

Multi Asset Allocation funds have exposure to at least 3 different asset classes. This category has few funds and relatively small amounts invested in them. Also each fund is unique in its investment strategy. It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

6 Years

The fund has relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

71 Cr

Small within the category

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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Historical NAV

18.18

NAV (OCT 20)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The objective of the fund is to provide long term total return aimed at capital appreciation and 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,units of offshore mutual funds and money market instruments. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.92%

Expense Ratio

30th Apr, 2014

Launched (6y ago)

₹ 71

AUM in Crores

INF336L01IF8

No Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Gautam Bhupal

Fund Manager

Ranjithgopal A.

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 21st October 2020

Top Stock Holdings

Hsbc Large Cap Equity Dir Gr

49%

Hsbc Short Duration Dir Gr

16%

Hsbc Small Cap Equity Dir Gr

16%

Hsbc Flexi Debt Dir Gr

10%

Hsbc Debt Dir Gr

8%
See all holdings
allocation by market cap

Comparison with Hybrid Funds

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

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary 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.

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.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Category View

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

calender

Consistency Of Performance

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

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

Credit Quality Of Fund’s Portfolio

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

Equity Funds

Debt Funds

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About HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually)

About HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually)

HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 9.67% over a period of 6 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Ranjithgopal A..

HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually) Investment Objective

The objective of the fund is to provide long term total return aimed at capital appreciation and 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,units of offshore mutual funds 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 Moderate fund (Dividend Reinvestment - Annually) NAV, AUM and Risk

The fund was launched on 2014-04-30. The NAV of the fund as of 2020-10-20 is ₹ 18.18. The total AUM of the fund as of 2020-10-20 is ₹ 71 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.92 % as expense ratio.

HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually) Holdings

The fund’s highest allocation is towards equity and has invested 62.61% in this asset class. The top three holdings of the fund are hsbc large cap equity dir gr, hsbc short duration dir gr and hsbc small cap equity dir gr.

HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually) 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.

HSBC Managed Solutions India Moderate fund (Dividend Reinvestment - Annually) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR.