Item: HSBC Managed Solutions India Moderate Growth Direct
Rating: 3
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Managed Solutions India Moderate Growth Direct

25.043 (0.365%)

NAV on September 21, 2021

Category Allocation:
Fund of Funds

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 72 cr

Turnover Ratio 8.22%

Expense Ratio 1.28%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 4.38%
1Y: 40.28%
3M: 8.21%
3Y: 14.25%
6M: 15.08%
5Y: 12.08%

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Gautam Bhupal (Since almost 6 years)

ISIN INF336L01IJ0

Fund Family HSBC

P/E Ratio 30.97

P/B Ratio 3.86

Launch Date April 30, 2014

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 4.19 years

Yield To Maturity (%) -

SECTOR WEIGHTINGS (%)

Financial 31.32%

Industrial 9.26%

Technology 17.88%

Basic Materials 14.66%

Consumer Cyclical 7.32%

Utilities Services 0.0%

Healthcare Services 7.04%

Energy Services 5.39%

Communication Services 0.74%

Consumer Defensive 5.50%

Real Estate 0.88%

INVESTMENT OBJECTIVE

The objective of the fund is 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, equity, gold ETFs and other ETFs, units of offshore mutual funds and money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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