HSBC Managed Solutions India Direct

Scheme Type
Open-ended
Scheme Category
Fund of Funds
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 129.41
Expense Ratio
2.34%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
17.2216
(-0.31 %)
NAV as on 2019-01-18
Returns
Fund
HSBC Managed Solutions India Direct
1 Year
-7.34%
3 Year
12.9%
5 Year
11.02%
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
317, D.N. Road,Fort,, Mumbai - 400 001
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
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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 over the long-termInvesting predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold & exchange traded funds offshore mutual 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
5,873
Portfolio Value
-127
Total Returns