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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
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 | 1.32% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 127 |
| AMC AUM (in Crs.) | ₹ 11,054 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 7.65% | |
| 1000 | 1000 | 8.51% | |
| 1000 | 1000 | 9.8% | |
| 1000 | 1000 | 8.3% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HSBC Large Cap Equity Dir Gr | Mutual Fund - Open End | 50 |
| HSBC Small Cap Equity Dir Gr | Mutual Fund - Open End | 17 |
| HSBC Short Duration Dir Gr | Mutual Fund - Open End | 16 |
| HSBC Flexi Debt Dir Gr | Mutual Fund - Open End | 10 |
| HSBC Debt Dir Gr | Mutual Fund - Open End | 6 |
| 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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m