HSBC Managed Solutions India - Moderate - IDCW - Direct Plan

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the Plan is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversifi cation commensurate withthe risk profi le of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
NIPPON INDIA NIFTY NEXT 50 JUNIOR BEES FOF - DIRECT Plan - IDCW Option Mar 08, 2019 0.74 14.92 16.67 0.16 491.85
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct - IDCW Jan 01, 2013 6.23 15.27 15.85 0.42 208.52
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - IDCW Jan 04, 2013 4.20 15.83 17.14 0.18 173.27
Quantum Equity Fund Of Funds - Direct Plan IDCW Jul 20, 2009 5.95 13.41 15.14 0.51 121.24
HSBC Managed Solutions - Growth - Dividend Direct Apr 30, 2014 3.16 12.64 14.90 0.09 39.57

Fund Holdings as on 31-January-2025

  • HSBC Large Cap Fund- Direct Growth

  • HSBC Short Duration Fund - Direct Growth

  • HSBC Small Cap Fund - Direct Growth

  • HSBC Medium To Long Duration Fund - Direct Growth

  • HSBC Dynamic Bond Fund - Direct Growth

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

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Fund Manager

Most Recent Dividend

  • 26/04/2023

  • 19/04/2022

  • Cash

  • MFU

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About HSBC Managed Solutions India - Moderate

Scheme Analysis

HSBC Managed Solutions India - Moderate is a FoFs (Domestic) - Equity Oriented fund and belongs to HSBC Mutual Fund. It was launched on 13-Mar-2015 and currently has an AUM of ₹56.81 crore. HSBC Managed Solutions India - Moderate is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of HSBC Managed Solutions India - Moderate ended down ₹-0.04(-0.22%)yesterday to ₹19.0587.

Among its top 3 holdings the fund has exposure to HSBC Large Cap Fund- Direct Growth, and

The HSBC Managed Solutions India - Moderate is managed by Gautam Bhupal and Cheenu Gupta.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033