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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.98 | — | 2.06 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | — | 1.66 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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BSE 200 - TRI |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Managed Solutions India-Growth(IDCW-Payout) | 18.23% | 7.52% | 12.58% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 30.25% | 14.11% | 17.81% |
Mirae Asset Equity Allocator FoF(IDCW) | 30.93% | 13.74% | 23.95% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 53.03% | 17.59% | 18.39% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
57.20 %
Holdings
19.03 %
Holdings
8.88 %
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
44
Total AUM
₹ 1,30,090.75 Cr.
Gautam Bhupal
AUM: ₹36,634.17 Cr.
|
Exp: —
Cheenu Gupta
AUM: ₹43,055.14 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%