HSBC Mutual Fundimage

HSBC Managed Solutions India - Moderate

Solution OrientedFund of FundsGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (19 Nov 24)

₹ 29.15

AUM (in Cr)

₹ 59.03

5 Years CAGR

% 10.86

Risk Level 

High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HSBC Managed Solutions India - Moderate
-3.52
-1.31
6.06
9.23
5.40
10.86
Nifty 50 Hybrid Composite Debt 65:35 Index
-3.27
-2.32
5.30
16.80
9.52
13.15
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 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 mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

Expense Ratio
% 1.92
Benchmark
Nifty 50 Hybrid Composite Debt 65:35 Index
AUM
₹ 59.03
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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