Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | — | 3.27 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 7.25 | 2.17 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Composite Bond Index |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Managed Solutions India-Conservative | 11.00% | 6.50% | 7.74% |
Parag Parikh Flexi Cap Fund | 36.50% | 18.49% | 20.90% |
HDFC Flexi Cap Fund | 41.94% | 27.05% | 18.08% |
Kotak Flexicap Fund | 34.06% | 16.76% | 17.92% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Others
Holdings
39.60 %
Holdings
25.46 %
Holdings
22.98 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
43
Total AUM
₹ 1,26,503.98 Cr.
Gautam Bhupal
AUM: ₹37,050.97 Cr.
|
Exp: —
Cheenu Gupta
AUM: ₹42,621.54 Cr.
|
Exp: —
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Other Funds in the same category are generating better returns