HSBC Managed Solutions India Moderate IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Managed Solutions India Moderate IDCW Reinvest Direct Plan

NAV
₹20.4350
-0.55%
(7 Nov)
AUM
61 Cr
TER
0.88%
Risk
High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+58.6%
+43.2%
+43.2%
+42.6%
+26.5%
3Y
+19.2%
+20.6%
+20.6%
+20.1%
+12.5%
5Y
+20.5%
NA
NA
NA
NA
ALL
+18.9%
+27.1%
+27.1%
+26.8%
+6.5%
VOL
17.5%
17.9%
17.9%
17.9%
14.1%
TER
0.3%
1.2%
1.2%
1.2%
0.9%
AUM
₹525 Cr
₹153 Cr
₹153 Cr
₹153 Cr
₹61 Cr
INFO
1.08
1.51
1.51
1.49
0.46
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Managed Solutions India Moderate IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HSBC Large Cap Dir Gr
47.2%
HSBC Short Duration Dir Gr
15.9%
HSBC Small Cap Fund Dir Gr
15.6%
HSBC Medium to Long Duration Dir Gr
11.8%
HSBC Dynamic Bond Dir Gr
7.6%
Treps
2.1%
Net Current Assets (Including Cash & Bank Balances)
0.3%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the fund is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt, equity, gold ETFs and other ETFs, units of offshore mutual funds and money market instruments.
Fund manager(s)
Gautam Bhupal
Cheenu Gupta
Sonal Gupta

FAQs