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HSBC Managed Solutions India Moderate - Direct Plan

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.

Suitability

"To create wealth and provide income over the long-term.

• Investments in a basket of debt mutual funds equity mutual funds gold & exchange traded funds offshore mutual funds and money market instruments"

Fund Info

Scheme Class	Hybrid
Scheme Category	Fund of Funds
Expense Ratio	1.27%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 64
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

Crisil Balanced Fund Index

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential Debt Management Fund (FOF) - Direct Plan	500	500	5.92%
Franklin India Dynamic Asset Allo FOF - Direct Plan	1000	1000	11.49%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Direct Plan	1000	1000	20.03%
HDFC Dynamic PE Ratio Fund of Funds Plan A - Direct Plan	1000	1000	14.85%

Top 10 Holdings

Company	Holding Type	Asset(%)
HSBC Large Cap Dir Gr	Mutual Fund - Open End	49
HSBC Short Duration Dir Gr	Mutual Fund - Open End	17
HSBC Small Cap Fund Dir Gr	Mutual Fund - Open End	16
HSBC Medium to Long Duration Dir Gr	Mutual Fund - Open End	9
HSBC Dynamic Bond Dir Gr	Mutual Fund - Open End	8
Treps	Cash - Repurchase Agreement	1
Net Current Assets (Including Cash & Bank Balances)	Cash	0
HSBC Flexi Debt Dir Gr	Mutual Fund - Open End	0
HSBC Short Duration Dir Gr	Mutual Fund - Open End	0
HSBC Small Cap Equity Dir Gr	Mutual Fund - Open End	0

Asset Allocation(%)

Asset	Percent
Mutual Fund - Open End	100
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Mutual Fund - Open End	100
Cash - Repurchase Agreement	1
Cash	0

Fund Manager

Gautam Bhupal

7+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m