HSBC Global Asset Management (India) Private Limited

HSBC Managed Solutions - Conservative - Growth

HybridMulti Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return2.3%
  • 3 yr return4.9%
  • 5 yr return5%
  • Expense Ratio1.61%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees37.7
  • NAVRupees17.7

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Objective Of The Plan Is To Provide Long Term Total Return Aimed At Providing Income Through An Active Asset Allocation With Diversifi Cation Commensurate With The Risk Profi Le Of Investments By Investing Predominantly In Units Of Debt Mutual Funds As Well As In A Basket Of Equity Mutual Funds, Gold Etfs And Other Etfs And Money Market Instruments. The Investments Into Underlying Schemes By Each Plan Under The Scheme Would Be Based On The Investment Objective, Assetallocation Pattern And Risk Profi Le Of Such Plans Under The Scheme. The Plans Under The Scheme Will Be Predominantly Investing In Hsbc Mutual Funds And Third Party Funds Will Be Invested Into Only Where Hsbc Mutual Funds Are Not Available For Investments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HSBC Short Duration Fund - Direct Growth 44.3
  • HSBC Dynamic Bond Fund - Direct Growth 25.8
  • HSBC Medium to Long Duration Fund - Direct Growth 18.7
  • HSBC Large Cap Equity Fund - Direct Growth 10
  • Treps 1
  • Net Current Assets (including cash & bank balances) -0.1
  • Sectors %
  • Mutual Fund99
  • Cash/Deposits/Margins/Treps/Repo/Swaps0.9

Fund House