no icon
no icon
amc icon

Hsbc Managed Solutions India Conservative Fund Direct Plan Growth

Hybrid | Multi Asset Allocation

(NAV as of 19/04/2024)
20.57 (-0.11)

3Y Returns

6.18%

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.55%

Fund Size

29 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

98.64%

Cash/Deposits/Margins/Treps/Repo/Swaps

1.36%

Top Ten Holdings

HSBC Short Duration Fund - Direct Growth

41.55%

HSBC Dynamic Bond Fund - Direct Growth

24.47%

HSBC Medium To Long Duration Fund - Direct Growth

22.68%

HSBC Large Cap Fund- Direct Growth

9.94%

Cash/Bank/Net Current Assets/(Liabilities)

0.70%

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.

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

Similar Funds
amc icon

Hsbc Managed Solutions India Conservative Fund Direct Plan Growth

1Y

9.19%

3Y

6.27%

5Y

6.56%

amc icon

Quant Multi Asset Fund Direct Plan - Growth

1Y

50%

3Y

31.06%

5Y

29.79%

amc icon

Icici Prudential Multi-Asset Fund - Direct Plan - Growth

1Y

34.48%

3Y

25.98%

5Y

20.16%

amc icon

Uti Multi Asset Fund - Direct Growth Plan

1Y

41.88%

3Y

19.01%

5Y

15.18%

amc icon

Nippon India Multi Asset Fund-Direct Plan-Growth

1Y

33.42%

3Y

18.35%

5Y

NA

amc icon

Tata Multi Asset Opportunities Fund Direct Plan Growth

1Y

29.19%

3Y

18.13%

5Y

NA

amc icon

Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth

1Y

31.76%

3Y

17.61%

5Y

16.19%

amc icon

Hsbc Managed Solutions India Growth Fund Direct Plan Growth

1Y

32.1%

3Y

17.42%

5Y

15.3%

amc icon

Sbi Multi Asset Allocation Fund Direct Growth

1Y

29.48%

3Y

16.96%

5Y

15.16%

amc icon

Hdfc Multi-Asset Fund - Direct Plan - Growth Option

1Y

24.52%

3Y

16.31%

5Y

15.49%

amc icon

Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)

1Y

29.33%

3Y

15.09%

5Y

12.5%

amc icon

Hsbc Managed Solutions India Moderate Fund Direct Plan Growth

1Y

26.88%

3Y

15.06%

5Y

13.65%

amc icon

Franklin India Multi - Asset Solution Fund - Direct Growth

1Y

19.67%

3Y

14.93%

5Y

8.43%

amc icon

Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth

1Y

27.49%

3Y

14.56%

5Y

NA

amc icon

Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth

1Y

24.87%

3Y

14.24%

5Y

13.51%

amc icon

Axis Multi Asset Allocation Fund - Direct Growth

1Y

21.47%

3Y

12.14%

5Y

14.17%

amc icon

Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth

1Y

21.41%

3Y

11.9%

5Y

10.37%

amc icon

Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth

1Y

18.11%

3Y

11.17%

5Y

10.95%

amc icon

Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth

1Y

19.26%

3Y

11%

5Y

NA

amc icon

Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option

1Y

17.66%

3Y

10.75%

5Y

10.32%

amc icon

Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth

1Y

13.37%

3Y

8.23%

5Y

8.06%

amc icon

Motilal Oswal Multi Asset Fund Direct Growth

1Y

18.4%

3Y

8.23%

5Y

NA

amc icon

Shriram Multi Asset Allocation Fund Direct Plan - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Kotak Multi Asset Allocation Fund -Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Plan Growth

1Y

27.2%

3Y

NA

5Y

NA

amc icon

Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Bandhan Multi Asset Allocation Fund-Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Dsp Multi Asset Allocation Fund - Direct - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Baroda Bnp Paribas Multi Asset Fund Direct Growth

1Y

32.19%

3Y

NA

5Y

NA

amc icon

Edelweiss Multi Asset Allocation Fund- Direct Plan Growth

1Y

NA

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.