- Mutual Funds
- HSBC Mutual Fund
- HSBC Managed Solutions India Moderate Fund (G)
HSBC Managed Solutions India Moderate Fund (G)
₹ 35.3006
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 35.3006
NAV (Oct 14)
Fund Returns
Last 1Y | 26.8% |
Last 3Y | 11.7% |
Last 5Y | 15.9% |
Last 10Y | 12.1% |
Since Inception | 12.8% |
6 Month CAGR | 12.4% |
Scheme Information
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 | 1.13 |
Launched (0y ago) | 1.13 |
AUM in Crores | 60.8 |
ISIN | INF336L01IG6 |
Lock-in | - |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 8.9 |
Beta | 0.7 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Managed Solutions India Moderate Fund (G) | 10,90,536 | 3,57,924 | 15.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
HSBC Large Cap Fund Direct-Growth
47%HSBC Short Duration Fund Direct-Growth
16%HSBC Small Cap Fund Direct-Growth
15.7%HSBC Medium to Long Duration Fund Direct-Growth
11.9%HSBC Dynamic Bond Fund Direct-Growth
7.7%Allocation by Sector
Financial
13.6%Construction
7.4%Services
6.6%Energy
5.7%Technology
4.2%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox 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 Moderate Fund (G) Review
HSBC Managed Solutions India Moderate Fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 12.808% 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 Moderate Fund (G) as of 10/14/2024 is ₹35.30 with the total AUM as of 10/16/2024 is ₹60.8084. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Moderate Fund (G) was launched on 2014-04-30. The category risk of the fund is Above Average.
The minimum SIP amount for HSBC Managed Solutions India Moderate 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.
HSBC Managed Solutions India Moderate Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Hybrid 35+65 Aggressive Index.
It is rated as a null fund in Debt and delivered 26.773% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Managed Solutions India Moderate Fund (G).
Frequently Asked Questions
What is HSBC Managed Solutions India Moderate Fund (G)?
How to invest in HSBC Managed Solutions India Moderate Fund (G)?
You can invest in HSBC Managed Solutions India Moderate 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 Moderate Fund (G)?
The minimum sip amount for HSBC Managed Solutions India Moderate Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Managed Solutions India Moderate 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 Moderate Fund (G)?
The expense ratio of the HSBC Managed Solutions India Moderate Fund (G) is 1.13% for regular plan.
What is the NAV of HSBC Managed Solutions India Moderate Fund (G)?
Today's HSBC Managed Solutions India Moderate Fund (G) NAV is ₹35.30.