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Hsbc Managed Solutions India Moderate Fund Direct Plan Growth

Hybrid | Multi Asset Allocation

(NAV as of 18/04/2024)
32.60 (-0.29)

3Y Returns

15.17%

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.94%

Fund Size

57 Cr

Inception Date

30-Apr-14

Fund Manager

Gautam Bhupal

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Mutual Fund Units

99.04%

Cash/Deposits/Margins/Treps/Repo/Swaps

0.96%

Top Ten Holdings

HSBC Large Cap Fund- Direct Growth

48.20%

HSBC Small Cap Fund - Direct Growth

16.92%

HSBC Short Duration Fund - Direct Growth

15.89%

HSBC Medium To Long Duration Fund - Direct Growth

11.92%

HSBC Dynamic Bond Fund - Direct Growth

6.11%

Investment 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 House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

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

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