HSBC Managed Solutions Conservative Fund
500
Min SIP
5,000
Min Lumpsum
0.54 %
Expense Ratio
Rating
34
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.8% | 7.9% | 6.4% | 7.4% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HSBC Short Duration Fund-Direct (G)
HDFC Dynamic Debt Fund - Direct (G)
HSBC Debt Fund - Direct (G)
HSBC Large Cap Equity Fund - Direct (G)
TREPS
Advance Ratio
0.26
Alpha
1.2
SD
0.18
Beta
0.51
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by predominantly investing in units of debt mutual fund as well as in a basket of equity mutual funds, gold ETFs and other ETFs and money market instruments.
Fund Managers
Gautam Bhupal - Fund Manager
Mr Bhupal has a PGDBM, a CA, CS, and a B.Com (Hons). Before joining HSBC Mutual Fund, he formerly worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, and UTI Securities Ltd.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Domestic .
-
- 92
-
16.4%Fund Size - 92
-
7.6%Fund Size - 92
-
12.9%Fund Size - 92
-
- Other .
- FoFs Domestic .
-
- 711
-
16.3%Fund Size - 711
-
7.6%Fund Size - 711
-
13%Fund Size - 711
-
- Other .
- FoFs Domestic .
-
- 1,533
-
15.5%Fund Size - 1,533
-
7.6%Fund Size - 1,533
-
13.4%Fund Size - 1,533
-
- Other .
- FoFs Domestic .
-
- 1,555
-
16.2%Fund Size - 1,555
-
7.5%Fund Size - 1,555
-
12.9%Fund Size - 1,555
-
- Other .
- FoFs Domestic .
-
- 148
-
7.7%Fund Size - 148
-
6.2%Fund Size - 148
-
7.3%Fund Size - 148
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
Frequently Asked Questions
How to invest in HSBC Managed Solutions Conservative Fund ?
You can invest in HSBC Managed Solutions Conservative Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Managed Solutions Conservative Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Managed Solutions Conservative Fund ?
The NAV of HSBC Managed Solutions Conservative Fund is ₹19.1 as of 26 May 2023.
How to redeem HSBC Managed Solutions Conservative Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Managed Solutions Conservative Fund?
The minimum SIP amount of HSBC Managed Solutions Conservative Fund is ₹500
How much returns have HSBC Managed Solutions Conservative Fund generated ?
The HSBC Managed Solutions Conservative Fund has delivered 7.4% since inception
What is the expense ratio of HSBC Managed Solutions Conservative Fund ?
The expense ratio of HSBC Managed Solutions Conservative Fund is 0.54 % as of 26 May 2023.
What is the AUM of HSBC Managed Solutions Conservative Fund?
The AUM of HSBC Managed Solutions Conservative Fund is ₹12,789 Cr as of 26 May 2023
What are the top stock holdings of HSBC Managed Solutions Conservative Fund?
The top stock holdings of HSBC Managed Solutions Conservative Fund are
- HSBC Short Duration Fund-Direct (G) - 44.09%
- HDFC Dynamic Debt Fund - Direct (G) - 26%
- HSBC Debt Fund - Direct (G) - 19.25%
- HSBC Large Cap Equity Fund - Direct (G) - 10.22%
- TREPS - 0.57%