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HSBC Managed Solutions India-Moderate(IDCW-Payout)

IDCW
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 59 Cr
High RiskPrinciple investment will be at high risk
20.190.60% (-0.12)

Price Chart

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Returns
0.00%
1M
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5Y
Max
SIP
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1M
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1Y
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OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 59 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.881.99
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.531.50

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 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 Hybrid 35+65 - Aggressive Index

About FoFs (Domestic) - Equity Oriented

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.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Managed Solutions India-Moderate(IDCW-Payout)23.56%7.63%5.17%
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW)27.53%13.49%17.09%
Mirae Asset Equity Allocator FoF(IDCW)29.22%13.09%23.47%
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)50.36%16.28%17.96%

Price Comparison

Compare HSBC Managed Solutions India-Moderate(IDCW-Payout) with any MF, ETF, stock or index
Compare HSBC Managed Solutions India-Moderate(IDCW-Payout) with any MF, ETF, stock or index
HSBC Managed Solutions India-Moderate(IDCW-Payout)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsMutual Funds1.90%98.10%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers2.33 %97.67 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2497.54%98.65%98.53%98.69%97.57%97.67%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • HSBC Large Cap Fund- Direct Growth
    3M change : -0.94 %

    Holdings

    46.07 %

    -0.94 %
  • HSBC Short Duration Fund - Direct Growth
    3M change : 0.49 %

    Holdings

    16.51 %

    0.49 %
  • HSBC Small Cap Fund - Direct Growth
    3M change : -0.30 %

    Holdings

    15.43 %

    -0.30 %

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

    44

  • Total AUM

    ₹ 1,28,056.82 Cr.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹37,559.59 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Cheenu Gupta

AUM:  ₹42,760.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

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%

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