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  • HSBC Managed Solutions India Conservative Fund (G)
HSBC Mutual Funds

HSBC Managed Solutions India Conservative Fund (G)

HybridConservative Hybrid

20.7594

NAV (Oct 14)

6.638%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.7594

NAV (Oct 14)

Fund Returns

Last 1Y
11.2%
Last 3Y
5.9%
Last 5Y
6.6%
Last 10Y
6.8%
Since Inception
7.2%
6 Month CAGR
5.8%

Scheme Information

Investment 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.

Expense Ratio
0.86
Launched (0y ago)
0.86
AUM in Crores
22.9
ISIN
INF336L01IM4
Lock-in
-
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
2.3
Beta
0.4
Sharpe Ratio
0.1
YTM
-
Fund Managers

Cheenu Gupta

Fund Manager

Gautam Bhupal

Fund Manager

Neelotpal Sahai

Fund Manager

Sonal Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Managed Solutions India Conservative Fund (G)70%8,59,912 1,27,3006.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-05

Top Stock Holdings

HSBC Short Duration Fund Direct-Growth

39.6%
39.6%

HSBC Medium to Long Duration Fund Direct-Growth

25.5%
25.46%

HSBC Dynamic Bond Fund Direct-Growth

23%
22.98%

HSBC Large Cap Fund Direct-Growth

9.7%
9.71%

Others

2.5%
2.45%
See all holdings

Allocation by Sector

Financial

2.5%
2.487702%

Construction

1.2%
1.176852%

Energy

1.2%
1.169084%

Services

1.1%
1.069071%

Technology

0.7%
0.65057%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe.amc-img
Fund NameScripbox Opinion
Till Date CAGR

22.5%

17.7%

25.1%

22.7%

5.8%

5.9%

5.6%

7%

4.4%

6.6%

HSBC Managed Solutions India Conservative Fund (G) Review

HSBC Managed Solutions India Conservative Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.228% over a period of 10 years. The fund is managed by HSBC Mutual Fund. The fund managers are Cheenu Gupta, Gautam Bhupal, Neelotpal Sahai, Sonal Gupta.

Nav of HSBC Managed Solutions India Conservative Fund (G) as of 10/14/2024 is ₹20.76 with the total AUM as of 10/16/2024 is ₹22.9368. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Conservative Fund (G) was launched on 2014-04-30. The category risk of the fund is Below Average.

The minimum SIP amount for HSBC Managed Solutions India Conservative Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is HSBC Managed Solutions India Conservative Fund (G)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Managed Solutions India Conservative Fund (G)?

You can invest in HSBC Managed Solutions India Conservative Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Managed Solutions India Conservative Fund (G)?

The minimum sip amount for HSBC Managed Solutions India Conservative Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Managed Solutions India Conservative Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Managed Solutions India Conservative Fund (G)?

The expense ratio of the HSBC Managed Solutions India Conservative Fund (G) is 0.86% for regular plan.

What is the NAV of HSBC Managed Solutions India Conservative Fund (G)?

Today's HSBC Managed Solutions India Conservative Fund (G) NAV is ₹20.76.