HSBC Managed Solutions India - Conservative - Direct Plan

Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 268.56
Expense Ratio
1.35%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
14.3839
(0.04 %)
NAV as on 2018-11-15
Returns
Fund
HSBC Managed Solutions India - Conservative - Direct Plan
1 Year
3.27%
3 Year
6.64%
5 Year
7.49%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
16, V N Road, Fort, Mumbai 400001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.
Suitability
"To provide income over the long-term.
• Investing predominantly in units of debt mutual funds as well as in a basket of equity mutual funds gold & other exchange traded funds and money market instruments"
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,057
Portfolio Value
57
Total Returns