HSBC Managed Solutions India - Moderate - Dividend - Direct Plan

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Fund Overview IDCW | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

The objective of the Plan is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversifi cation commensurate withthe risk profi le of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct - IDCW Jan 01, 2013 42.11 10.45 12.85 0.16 145.75
Quantum Equity Fund Of Funds - Direct Plan IDCW Jul 20, 2009 55.38 8.62 12.74 0.51 62.10
HSBC Managed Solutions - Growth - Dividend Direct Apr 30, 2014 51.88 8.24 12.37 1.46 40.30
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-IDCW Jan 01, 2013 41.10 5.66 8.36 0.39 12.99
Franklin India Life Stage Fund of Funds - 20's Plan - Direct - IDCW Jan 01, 2013 46.48 5.45 8.05 1.94 12.79

Fund Holdings as on 31-March-2021

  • HSBC Large Cap Equity Fund - Growth Direct

  • HSBC Small Cap Equity Fund - Growth Direct

  • HSBC Short Duration Fund - Growth Direct

  • HSBC Debt Fund - Growth Direct

  • HSBC Flexi Debt Fund - Growth Direct

  • Reverse Repos

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

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  • Cash

  • MFU

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About HSBC Managed Solutions India - Moderate

Scheme Analysis

HSBC Managed Solutions India - Moderate is a FoFs (Domestic) - Equity Oriented fund and belongs to HSBC Mutual Fund. It was launched on 13-Mar-2015 and currently has an AUM of ₹68.73 crore. HSBC Managed Solutions India - Moderate is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of HSBC Managed Solutions India - Moderate ended up ₹0.03(0.2%)yesterday to ₹13.5785.

Among its top 3 holdings the fund has exposure to HSBC Large Cap Equity Fund - Growth Direct, and

The HSBC Managed Solutions India - Moderate is managed by Anitha Rangan and Gautam Bhupal.

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600