HSBC Managed Solutions India Moderate Growth Direct

Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 210.61
Expense Ratio
2.42%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
16.0525
(-1.31 %)
NAV as on 2018-12-10
Returns
Fund
HSBC Managed Solutions India Moderate Growth Direct
1 Year
-3.37%
3 Year
10.09%
5 Year
10.12%
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 within 1 year
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 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"
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,941
Portfolio Value
-59
Total Returns