Investment objective changes in few schemes of HSBC Mutual Fund

HSBC Mutual Fund has announced change in the investment objectives of its following schemes, effective from March 13, 2025 :

1. HSBC Managed Solutions India Growth Fund renamed as 'HSBC Aggressive Hybrid Active FOF' .

• The investment objective is to focus on capital appreciation via active allocation in equity and debt mutual fund schemes.
• Benchmark revised to 'CRISIL Hybrid 35+65-Aggressive Index - TRI'
• As per the updated asset allocation, the fund will now invest 65-80 per cent of its assets in the units of equity-oriented mutual funds and 20-35 per cent in units of debt-oriented mutual funds.
• The scheme will now solely managed by Gautam Bhupal .

2. HSBC Managed Solutions India Moderate Fund renamed as 'HSBC Multi Asset Active FOF'.

• The investment objective is to focus on long-term capital growth via investments in equity, debt, and commodity-based schemes.
• Benchmark revised to 'BSE 200 TRI (65%) + NIFTY Short Duration Debt Index (20%) + Domestic Price of Gold (10%) + Domestic Price of Silver (5%)'.
• As per the updated asset allocation, the fund will now invest 65-80 per cent of its assets in the units of equity-oriented mutual funds, 10-25 per cent in units of debt-oriented mutual funds and 10-25 in Gold and Silver ETFs.
• The scheme will now solely managed by Gautam Bhupal.
• The Risk-o-meter change from High to 'Very High'.

3. HSBC Managed Solutions India Conservative Fund renamed as 'HSBC Income Plus Arbitrage Active FOF'

• The investment objective is to focus on income generation via arbitrage and debt-oriented schemes.
  
• Benchmark revised to '65% NIFTY Short Duration Debt Index + 35% NIFTY 50 Arbitrage Index'.
• As per the updated asset allocation, the fund will now invest 35-80 per cent of its assets in the units of arbitrage mutual funds and 20-65 per cent in units of debt-oriented mutual funds.
• The scheme will now co-managed by Asif Rizwi & Mahesh Chhabria.
• The Risk-o-meter change from Moderately High to 'Low to Moderate'.
• Exit load of the scheme has changed to 'Nil'.