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HSBC Managed Solutions India - Conservative - Regular Plan

3 Value Research
0.12%
Change from previous, NAV as on Apr 16, 2019
Category: Hybrid: Conservative Hybrid
Assets: R 172 crore (As on Mar 31, 2019)
Expense: 1.72% (As on Mar 31, 2019)
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SIP Returns
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Basic Details
Fund House: HSBC Mutual Fund
Launch Date: Apr 30, 2014
Benchmark (%): CRISIL Composite Bond (90), S&P BSE 200 TRI (10)
Riskometer: Moderate
Risk Grade: Below Average
Return Grade: Average
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 8.28%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 1,000
Minimum No of Cheques 12
Minimum Withdrawal (R) -
Minimum Balance (R) -
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund* 2.55 0.79 2.46 6.30 7.00 - -
VR MIP TRI 3.77 1.13 3.65 8.79 9.31 - -
Category 2.69 0.75 2.71 4.13 7.87 - -
As on Apr 18, 2019
*As on Apr 16, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
HSBC Managed Solutions India - Conservative - Regular Plan Apr-2014 6.30 7.00 - 1.72 172
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan Feb-2010 4.91 7.84 9.04 1.05 14
Indiabulls Savings Income Fund - Regular Plan Dec-2015 4.55 9.70 - 2.53 29
Kotak Asset Allocator Fund Regular Plan Aug-2004 6.03 8.88 12.68 2.01 38
Tata Retirement Savings Fund - Conservative Plan - Regular Plan Nov-2011 3.56 8.75 10.27 2.49 130
Portfolio
  Value Research Equity Fund Style
 
  Value Research Debt Fund Style
 
Top Debt Holdings
  Company Instrument Credit Rating 1Y Range % Assets
The underlying data is not available.
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019
Top Equity Holdings
  Company Sector PE 3Y High 3Y Low % Assets
The underlying data is not available.
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019
News and Analysis
Contact Information

AMC: HSBC Global Asset Management Company (India) Private Limited

Address: The Hongkong and Shanghai Banking Corp. Ltd. 16, V. N. Road, Fort, Mumbai - 400001 | Phone: 022-66145000 / 6666 8819, 1800 200 2434 | Fax: 022-40029600

Email: [email protected]

Website: www.assetmanagement.hsbc.co.in



Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002 | Phone: 180030106767/18004197676 | Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

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