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HSBC Managed Solutions India-Moderate(IDCW)

IDCW
20.660.41% (+0.08)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HSBC Managed Solutions India-Moderate(IDCW)

IDCW
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 59 Cr
High RiskPrinciple investment will be at high risk
20.660.41% (+0.08)

Price Chart

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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 59 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.88—2.37
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.53—2.86

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About FoFs (Domestic) - Equity Oriented

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Managed Solutions India-Moderate(IDCW)28.71%10.37%5.54%
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW)39.58%17.52%20.62%
Mirae Asset Equity Allocator FoF(IDCW)39.45%18.53%26.85%
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)68.59%23.13%20.71%

Price Comparison

Compare HSBC Managed Solutions India-Moderate(IDCW) with any MF, ETF, stock or index
Compare HSBC Managed Solutions India-Moderate(IDCW) with any MF, ETF, stock or index
HSBC Managed Solutions India-Moderate(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Jul 2024

ACTUAL
Cash & EquivalentsMutual Funds1.70%98.30%

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers1.99 %98.01 %

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Jul 2499.23%97.54%98.65%98.53%98.69%98.01%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • HSBC Large Cap Fund- Direct Growth
    3M change : -0.49 %

    Holdings

    47.01 %

    -0.49 %
  • HSBC Short Duration Fund - Direct Growth
    3M change : 0.10 %

    Holdings

    16.02 %

    0.10 %
  • HSBC Small Cap Fund - Direct Growth
    3M change : -1.06 %

    Holdings

    15.73 %

    -1.06 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    43

  • Total AUM

    ₹ 1,23,087.39 Cr.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹36,854.89 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Cheenu Gupta

AUM:  ₹41,917.57 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp: —

Manager Performance (0)

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Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Opinions and Fund Reviews

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