HSBC Managed Solutions Moderate Fund – Dir (IDCW)

Other · FoFs Domestic
500
Min SIP
5,000
Min Lumpsum
0.92 %
Expense Ratio
Rating
57
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

Returns and Ranks ( as on 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 25.5% - 15.9% 14%
Category Average 22% 15.1% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
HSBC Large Cap Equity Fund - Direct (G)
48.93%
HSBC Short Duration Fund-Direct (G)
17.18%
HSBC Small Cap Fund - Direct (G)
16.37%
HSBC Debt Fund - Direct (G)
8.9%
HDFC Dynamic Debt Fund - Direct (G)
8.44%
Others
0.18%
View all Holdings
Holdings Sector Instrument Asset
HSBC Large Cap Equity Fund - Direct (G) - - 48.93%
HSBC Short Duration Fund-Direct (G) - - 17.18%
HSBC Small Cap Fund - Direct (G) - - 16.37%
HSBC Debt Fund - Direct (G) - - 8.9%
HDFC Dynamic Debt Fund - Direct (G) - - 8.44%
TREPS - - 0.59%
Net CA & Others - - -0.41%
Others
100%
View all Sectors
Sectors Asset
Mutual Funds Units
99.04%
Reverse Repos
0.69%
Net Curr Ass/Net Receivables
0.27%

Advance Ratio

2.96
Alpha
2.74
SD
0.65
Beta
0.78
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds 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

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 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

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Frequently Asked Questions

How to invest in HSBC Managed Solutions Moderate Fund – Dir (IDCW) ?

You can invest in HSBC Managed Solutions Moderate Fund – Dir (IDCW) 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 Moderate Fund – Dir (IDCW) 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 Moderate Fund – Dir (IDCW) ?

The NAV of HSBC Managed Solutions Moderate Fund – Dir (IDCW) is ₹18.2 as of 20 February 2024.

How to redeem HSBC Managed Solutions Moderate Fund – Dir (IDCW) 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 Moderate Fund – Dir (IDCW)?

The minimum SIP amount of HSBC Managed Solutions Moderate Fund – Dir (IDCW) is ₹500

How can I redeem my investments in HSBC Managed Solutions Moderate Fund – Dir (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Managed Solutions Moderate Fund – Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.

How much returns have HSBC Managed Solutions Moderate Fund – Dir (IDCW) generated ?

The HSBC Managed Solutions Moderate Fund – Dir (IDCW) has delivered 14% since inception

What is the expense ratio of HSBC Managed Solutions Moderate Fund – Dir (IDCW) ?

The expense ratio of HSBC Managed Solutions Moderate Fund – Dir (IDCW) is 0.92 % as of 20 February 2024.

What is the AUM of HSBC Managed Solutions Moderate Fund – Dir (IDCW)?

The AUM of HSBC Managed Solutions Moderate Fund – Dir (IDCW) is ₹1,02,162 Cr as of 20 February 2024

What are the top stock holdings of HSBC Managed Solutions Moderate Fund – Dir (IDCW)?

The top stock holdings of HSBC Managed Solutions Moderate Fund – Dir (IDCW) are
  1. HSBC Large Cap Equity Fund - Direct (G) - 48.93%
  2. HSBC Short Duration Fund-Direct (G) - 17.18%
  3. HSBC Small Cap Fund - Direct (G) - 16.37%
  4. HSBC Debt Fund - Direct (G) - 8.9%
  5. HDFC Dynamic Debt Fund - Direct (G) - 8.44%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Managed Solutions Moderate Fund – Dir (IDCW)?

Yes, You can select both SIP or Lumpsum investment of HSBC Managed Solutions Moderate Fund – Dir (IDCW) based on your investment objective and risk tolerance.
Invest Now