- Mutual Funds
- HSBC Mutual Funds
- HSBC Managed Solutions India Moderate fund (Growth)
Formerly HSBC Managed Solutions Ind Mod Reg Gr
HSBC Managed Solutions India Moderate fund (Growth)
₹ 28.8648
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.8648
NAV (Dec 1)
Fund Returns
Last 1Y | 14.1% |
Last 3Y | 14% |
Last 5Y | 12.1% |
Last 10Y | NA |
Since Inception | 11.7% |
6 Month CAGR | 11.7% |
Scheme Information
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 | 1.98 |
Launched (9y ago) | Apr 30, 2014 |
AUM in Crores | 56.318 |
ISIN | INF336L01IG6 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.3 |
Standard Deviation (5yr) | 12.5 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.945 |
Sharpe Ratio (5yr) | 0.571 |
YTM | 7.59691 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Managed Solutions India Moderate fund (Growth) | 9,87,109 | 2,54,497 | 12.1% | |
| 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 large cap dir gr
48.1%hsbc short duration dir gr
17.6%hsbc small cap fund dir gr
16.2%hsbc medium to long duration dir gr
11.9%hsbc dynamic bond dir gr
5.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,338 cr | ||
₹ 26,182 cr | ||
₹ 1,354 cr | ||
₹ 1,051 cr | ||
₹ 2,920 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.3% | ||
27.1% | 16.3% | ||
24.6% | 15.6% | ||
3.7% | 6.1% | ||
4% | % |
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 11.7% over a period of 9 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 Gautam Bhupal, Neelotpal Sahai.
Nav of HSBC Managed Solutions India Moderate fund (G) as of 12/1/2023 is ₹28.86 with the total AUM as of 12/5/2023 is ₹56.318. 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)?
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 1.98% for regular plan.