HSBC Managed Solutions India Moderate Direct
The Plans under the Scheme will invest predominantly in the existing and / or prospective schemes of HSBC Mutual Fund, units of third party domestic mutual funds, units of offshore equity oriented funds managed by HSBC Global Asset Management, gold ETFs and other ETFs of third parties until such time that the Fund doesn’t have such scheme offerings. The Plans may also invest certain proportion of its corpus in money market instruments in order to meet liquidity requirements from time to time.
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 |
| Benchmark Type | Crisil Balanced Fund Index |
| Expense Ratio | 2.07% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 175 |
| AMC AUM (in Crs.) | ₹ 11,054 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 8.16% | |
| 1000 | 1000 | 9.15% | |
| 1000 | 1000 | 9.11% | |
HDFC Dynamic PE Ratio Fund of Funds- Plan A - Direct Growth Plan | 1000 | 1000 | 9.76% |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HSBC Large Cap Equity Dir Gr | Mutual Fund - Open End | 51 |
| HSBC Small Cap Equity Dir Gr | Mutual Fund - Open End | 17 |
| HSBC Short Duration Dir Gr | Mutual Fund - Open End | 15 |
| HSBC Flexi Debt Dir Gr | Mutual Fund - Open End | 13 |
| HSBC Debt Dir Gr | Mutual Fund - Open End | 4 |
| Cash | Cash | 0 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Mutual Fund - Open End | 100 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Mutual Fund - Open End | 100 |
| Cash | 0 |
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.
Email
hsbcmf@hsbc.co.in
Phone
1800 200 2434
Address
16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001
HSBC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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