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HSBC Managed Solutions India-Conservative

Growth
21.650.11% (-0.02)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HSBC Managed Solutions India-Conservative

Growth
OtherFlexi Cap Fund
Small-size FundAssets Under Mgmt: ₹ 25 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
21.650.11% (-0.02)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherFlexi Cap Fund
Small-size FundAssets Under Mgmt: ₹ 25 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.53—3.27
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.237.252.17

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Composite Bond Index

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFlexi Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Managed Solutions India-Conservative11.00%6.50%7.74%
Parag Parikh Flexi Cap Fund36.50%18.49%20.90%
HDFC Flexi Cap Fund41.94%27.05%18.08%
Kotak Flexicap Fund34.06%16.76%17.92%

Price Comparison

Compare HSBC Managed Solutions India-Conservative with any MF, ETF, stock or index
Compare HSBC Managed Solutions India-Conservative with any MF, ETF, stock or index
HSBC Managed Solutions India-Conservative
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Jul 2024

ACTUAL
Cash & EquivalentsMutual Funds2.26%97.74%

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers2.45 %97.55 %

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Jul 2499.31%98.31%99.28%98.79%98.10%97.55%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • HSBC Short Duration Fund - Direct Growth
    3M change : -0.91 %

    Holdings

    39.60 %

    -0.91 %
  • HSBC Medium To Long Duration Fund - Direct Growth
    3M change : 0.88 %

    Holdings

    25.46 %

    0.88 %
  • HSBC Dynamic Bond Fund - Direct Growth
    3M change : -1.73 %

    Holdings

    22.98 %

    -1.73 %

AMC Profile

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.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹37,050.97 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Cheenu Gupta

AUM:  ₹42,621.54 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp: —

Manager Performance (0)

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Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years (Investments before 1st April 2023)

Gains are taxed at 20% with indexation benefit

Investment period > 3 years (Investments after 1st April 2023)

With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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Invested

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Opinions and Fund Reviews

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