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  • HSBC Managed Solutions India Moderate fund (Growth)

Formerly HSBC Managed Solutions Ind Mod Reg Gr

HSBC Mutual Funds

HSBC Managed Solutions India Moderate fund (Growth)

HybridMulti Asset Allocation

32.2582

NAV (May 27)

13%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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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

32.2582

NAV (May 27)

Fund Returns

Last 1Y
25.3%
Last 3Y
13.4%
Last 5Y
13%
Last 10Y
11.7%
Since Inception
12.3%
6 Month CAGR
13.4%

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.

Expense Ratio
1.95
Launched (10y ago)
Apr 30, 2014
AUM in Crores
57.339
ISIN
INF336L01IG6
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.8
Standard Deviation (5yr)
12.3
Beta (3yr)
0.92
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0.979
Sharpe Ratio (5yr)
0.661
YTM
7.37449
Fund Managers

Gautam Bhupal

Fund Manager

Sonal Gupta

Fund Manager

Cheenu Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Managed Solutions India Moderate fund (Growth)70%10,10,335 2,77,72313%
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.

Asset allocation and Holdings

Last updated on 2024-05-27

Top Stock Holdings

hsbc large cap dir gr

47.8%
47.8%

hsbc short duration dir gr

16%
16%

hsbc small cap fund dir gr

15.7%
15.7%

hsbc medium to long duration dir gr

12.2%
12.2%

hsbc dynamic bond dir gr

7.4%
7.4%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Tata Balanced Advantage Fund (G)
Tata Balanced Advantage Fund (G)

₹ 9,107 cr

₹ 3,146 cr

₹ 3,334 cr

₹ 815 cr

₹ 2,024 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,449 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

30.1%

22.7%

5.4%

5.9%

27%

17.4%

4.6%

5.1%

20.6%

16.1%

HSBC Managed Solutions India Moderate fund (G) Review

HSBC Managed Solutions India Moderate fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 12.3% over a period of 10 years. The fund was previously known as HSBC Managed Solutions Ind Mod Reg Gr. 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 Moderate fund (G) as of 5/27/2024 is ₹32.26 with the total AUM as of 5/29/2024 is ₹57.339. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Moderate fund (G) was launched on Apr 30, 2014. The category risk of the fund is High Risk.

The minimum SIP amount for HSBC Managed Solutions India Moderate 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 Moderate fund (G)?

HSBC Managed Solutions India Moderate fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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

You can invest in HSBC Managed Solutions India Moderate 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 Moderate fund (G)?

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

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

As per Scripbox experts, HSBC Managed Solutions India Moderate fund (G) is a Not Reviewed Yet fund. You can investHSBC Managed Solutions India Moderate 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 Moderate fund (G)?

The expense ratio of the HSBC Managed Solutions India Moderate fund (G) is 1.95% for regular plan.