Fund Performance
Lumpsum
SIP
5.37
as on 22 Sep 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,697 today.
NAV Performance
Fund Information
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₹ 18.686
as on 22 Sep 2023 -
Regular - Growth
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₹ 5,000
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₹ 34 Cr.
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1.31%
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30 Apr 2014
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Nifty 50
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HSBC Mutual Fund
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Highlights of this fund
HSBC Managed SolUTIons India Conservative Fund is an Open-ended Others Fund. The fund belongs to Fund of Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Apr 2014. This fund is offered by one of the top AMC (Assets Management Company) HSBC Mutual Fund. You can also view here all other Others funds offered by HSBC Mutual Fund.
Latest NAV of the fund is ₹ 18.686 as on 22 Sep 2023.
This fund has 9 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.31%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
To provide long term total return aimed at providing income through an active asset allocation with diversifi cation commensurate with the risk profi le of investments by predominantly investing in units of debt mutual funds as well as in a basket of equity mutual funds, gold ETFs and other ETFs and money market instruments.
List of Fund Managers of HSBC Managed SolUTIons India Conservative Fund
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About Gautam Bhupal
Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons) Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Moderately High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 5.67% | 12.89% | 26.80% | 37.70% | 29.82% | 44.41% | 17.30% | 16.46% | 46.66% | 36.97% | 37.16% | 27.00% | 16.22% |
| Category Average | -9.93% | -8.45% | -2.71% | 1.32% | 4.50% | 12.06% | 8.23% | 8.57% | 12.42% | 8.26% | 8.41% | 9.60% | 9.00% |
| HSBC Managed SolUTIons India Conservative Fund | 0.71%₹ 10,071 | 1.69%₹ 10,168 | 4.62%₹ 10,462 | 6.70%₹ 10,669 | 7.34%₹ 12,471 | 3.60%₹ 10,732 | 5.50%₹ 25,390 | 5.37%₹ 11,697 | 4.96%₹ 38,824 | 5.84%₹ 13,285 | 5.45%₹ 68,866 | - | - |
| Franklin India Dynamic Asset Allocation Fund Of Funds | 3.82%₹ 10,382 | 9.01%₹ 10,901 | 16.08%₹ 11,608 | 16.12%₹ 11,611 | 23.62%₹ 13,483 | 12.03%₹ 12,550 | 16.20%₹ 28,166 | 23.68%₹ 18,920 | 18.04%₹ 46,970 | 10.45%₹ 16,443 | 14.93%₹ 87,199 | 11.16%₹ 28,845 | 11.06%₹ 2,13,192 |
| ICICI Prudential Bharat 22 - Fof | 5.67%₹ 10,566 | 12.89%₹ 11,289 | 26.80%₹ 12,679 | 37.70%₹ 13,770 | 46.66%₹ 14,851 | 29.82%₹ 16,854 | 36.97%₹ 33,856 | 44.41%₹ 30,114 | 37.16%₹ 60,808 | 15.26%₹ 20,355 | 27.00%₹ 1,16,843 | - | - |
| ICICI Prudential Thematic Advantage Fund (FoF) | 2.14%₹ 10,214 | 7.73%₹ 10,772 | 19.73%₹ 11,973 | 20.27%₹ 12,027 | 25.67%₹ 13,608 | 11.63%₹ 12,461 | 17.58%₹ 28,533 | 30.02%₹ 21,981 | 20.39%₹ 48,541 | 16.55%₹ 21,528 | 22.24%₹ 1,04,223 | 15.37%₹ 41,844 | 16.22%₹ 2,80,939 |
| ICICI Prudential India Equity Fof | 2.79%₹ 10,279 | 9.39%₹ 10,938 | 21.70%₹ 12,170 | 19.93%₹ 11,992 | 29.53%₹ 13,839 | 13.15%₹ 12,803 | 19.19%₹ 28,962 | 29.82%₹ 21,877 | 21.52%₹ 49,308 | - | - | - | - |
| ICICI Prudential Passive Strategy Fund (FoF) | 2.38%₹ 10,237 | 7.80%₹ 10,780 | 19.05%₹ 11,905 | 18.95%₹ 11,894 | 24.38%₹ 13,530 | 9.35%₹ 11,956 | 16.95%₹ 28,366 | 24.42%₹ 19,259 | 17.58%₹ 46,666 | 12.64%₹ 18,141 | 17.44%₹ 92,739 | 13.48%₹ 35,472 | 13.31%₹ 2,40,295 |