Overview ( as on 16/02/24 )

NAV
₹35.05
Last change
₹0.21 +0.01%
Fund Size (AUM)
38.63 Cr
Performance
16.32% (5Y)

Fund Details

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HSBC Managed Solu Ind Gr Reg Gr
as of 16/02/24
AUM

38.63 Cr

Expense Ratio

1.94 %

Benchmark

S&P BSE 200 India TR INR

ISIN

INF336L01IA9

Fund Manager

Gautam Bhupal

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years


Fund Performance 1Y 3Y 5Y
HSBC Managed Solu Ind Gr Reg Gr 28.8% 14.35% 16.32%
S&P BSE 200 India TR INR - - -

Top 10 Holdings

HSBC Large Cap Dir Gr

60.58%

HSBC Small Cap Fund Dir Gr

20.02%

HSBC Short Duration Dir Gr

9.0%

HSBC Medium to Long Duration Dir Gr

8.05%

HSBC Dynamic Bond Dir Gr

2.3%

Sector Allocation

Financial

25.37%

Industrials

13.79%

Technology

11.43%

Consumer Cyclical

9.51%

Basic Materials

9.04%

Energy

8.62%

Healthcare

6.94%

Consumer Defensive

6.13%

Real Estate

5.58%

Utilities Services

1.88%

Asset Allocation

  • 79%

    Equity
  • 19%

    Debt
  • 2%

    Others

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

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Minimum SIP
1000
Minimum Lumpsum
5000
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