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  • HSBC Mutual Funds
  • HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A)

Formerly HSBC Managed Solu Ind Mod Reg DP

HSBC Mutual Funds

HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A)

HybridMulti Asset Allocation

24.1999

NAV (Dec 06)

12.2%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years.

Relative Size

72 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

24.1999

NAV (Dec 6)

Fund Returns

Last 1Y

23.2%

Last 3Y

14.7%

Last 5Y

12.2%

Last 10Y

NA

Since Inception

12.3%

6 Month CAGR

8.2%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

High Risk

Expense Ratio

1.87

Launched (7y ago)

Apr 30, 2014

AUM in Crores

71.966

ISIN

INF336L01IE1

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg 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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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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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.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

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About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,344 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.

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

    4.4%

    5.4%

    4.7%

    7.2%

    3.9%

    6%

    17.2%

    19.8%

    -

    0%

    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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    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

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    About HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A)

    About HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A)

    HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 12.3% over a period of 7 years. The fund was previously known as HSBC Managed Solu Ind Mod Reg DP . The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Gautam Bhupal

    HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) 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 is no assurance that the objective of the scheme will be realized.

    HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) NAV,AUM,Risk

    The HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) fund was launched on Apr 30, 2014. The NAV (Net Asset Value) of this Multi Asset Allocation Hybrid fund as of 2021-12-06 is ₹24.20. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹71.966. The category risk of the HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) fund is High Risk. The fund charges 1.87 % as expense ratio.

    HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 64.4% in this asset class. The top three holdings of the fund are , hsbc large cap equity dir gr , hsbc short duration dir gr , hsbc small cap equity dir gr , hsbc debt dir gr , hsbc flexi debt dir gr , reverse repos , net current assets (including cash & bank balances) , treps

    HSBC Managed Solutions India Moderate of Income Distribution cum Cptl Wdrl Opt fund (PIDCW-A) 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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