HSBC Managed Solutions India Moderate Fund IDCW

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Fund of Funds-Domestic-Hybrid NAV 27.4714 0 08 December, 2023

Fund Details

Category
Fund Type Open Ended
Investment Plan Dividend
Launch Date 30 April, 2014
Benchmark CRISIL Hybrid 35+65 Aggressive TRI
Asset Size(Cr) 58.331230000000005
ISIN No. INF336L01IE1
Turn over 54%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Exit load of 1% if redeemed within 1 year
Expense Ratio 1.8
Fund Manager Neelotpal Sahai, Gautam Bhupal
Fund House HSBC Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.59% 0.33% 1.2%
1 M -0.95% 1.68% 2.71%
3 M 2.12% 2.58% 2.51%
6 M 4.97% 5.48% 3.59%
1 Y 6.56% 7.16% 7.77%
2 Y 8.75% 5.04% 9.87%
3 Y 12.59% 5.69% 15.77%
5 Y 10.55% 8.07% 9.07%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 9.16 1.08 1.8 1.51
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 0.88%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Managed Solutions India Moderate Fund IDCW 6.56% 12.59% 10.55%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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