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HSBC Managed Solutions India-Moderate(IDCW-Payout)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.88 | — | 1.39 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.53 | — | 0.88 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| 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
OtherFoFs (Domestic) - Equity Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Managed Solutions India-Moderate(IDCW-Payout) | 18.37% | 9.20% | 5.29% |
| ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 13.73% | 14.90% | 16.30% |
| Mirae Asset Equity Allocator FoF(IDCW) | 17.25% | 15.72% | 22.89% |
| Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 32.21% | 19.04% | 17.75% |
Price Comparison
Compare HSBC Managed Solutions India-Moderate(IDCW-Payout) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- HSBC Large Cap Fund- Direct Growth3M change : -0.67 %
Holdings
46.52 %
-0.67 % - HSBC Short Duration Fund - Direct Growth3M change : 0.48 %
Holdings
16.40 %
0.48 % - HSBC Small Cap Fund - Direct Growth3M change : 0.28 %
Holdings
15.88 %
0.28 %
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
44
Total AUM
₹ 1,29,930.67 Cr.
Fund Manager Profile
Gautam Bhupal
AUM: ₹37,116.07 Cr.
|
Exp: —
Cheenu Gupta
AUM: ₹43,606.86 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%