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HSBC Managed Solutions India - Growth

Solution OrientedFund of FundsIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (19 Dec 24)

₹ 40.35

AUM (in Cr)

₹ 42.18

5 Years CAGR

% 17.15

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HSBC Managed Solutions India - Growth
5.30
-0.63
6.27
21.41
14.87
17.15
80% of BSE 200 TRI Index + 20% of CRISIL Composite Bond Index
2.67
7.23
23.90
34.50
18.07
16.10
Fund of Funds
1.45
2.47
9.76
19.31
9.60
13.48

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The objective of the Plan is to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversifi cation commensurate with the risk profi le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments.

Expense Ratio
% 1.90
Benchmark
80% of BSE 200 TRI Index + 20% of CRISIL Composite Bond Index
AUM
₹ 42.18
Inception Date
09 Apr 2014
Turnover Ratio
-
Exit Load
In respect of each purchase / switch-in of units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.
Asset Class
Solution Oriented
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