HSBC Managed Solutions - Conservative - Growth Direct

Q: What kind of returns does HSBC Managed Solutions - Conservative - Growth Direct provide?

HSBC Managed Solutions - Conservative - Growth Direct aims to generate capital appreciation by investing mainly in public sector undertakings (PSUs). Historically, its returns have often shown moderate to high growth rate depending on market conditions. HSBC Managed Solutions - Conservative - Growth Direct had a return of 9.95% over the past 1 year.

Q: How much expense ratio is charged by HSBC Managed Solutions - Conservative - Growth Direct?

The expense ratio for HSBC Managed Solutions - Conservative - Growth Direct, or any other mutual fund, is the yearly fee you pay for managing your investments. As of 20 Dec 2024, the expense ratio charged by HSBC Managed Solutions - Conservative - Growth Direct is typically around 1.94 %. This fee covers fund management, administrative, and other operational costs. It is relatively low compared to actively managed funds, reflecting its direct growth option.

Q: What is the AUM of HSBC Managed Solutions - Conservative - Growth Direct?

As of 20 Dec 2024, the Assets Under Management (AUM) of HSBC Managed Solutions - Conservative - Growth Direct is approximately ₹22.3894 crore. The AUM can fluctuate based on market conditions and investor activity. It indicates the total value of assets managed by the fund.

Q: What is the NAV of HSBC Managed Solutions - Conservative - Growth Direct?

The Net Asset Value (NAV) of HSBC Managed Solutions - Conservative - Growth Direct is updated daily and reflects the per-unit value of the fund's assets. As of 20 Dec 2024 , the NAV is around undefined per unit, but this value might change based on market performance and fund holdings.

Q: What is the PE and PB ratio of HSBC Managed Solutions - Conservative - Growth Direct?

The PE ratio for HSBC Managed Solutions - Conservative - Growth Direct is 0 and the PB ratio is 0. The PE ratio is calculated by dividing the market price by the earnings per share, whereas the PB ratio is calculated by dividing the stock price by the book value per share.

Q: What is the exit load of HSBC Managed Solutions - Conservative - Growth Direct?

The exit load for HSBC Managed Solutions - Conservative - Growth Direct is 1% if units are redeemed within 30 days from the date of investment. After this period, no exit load is applicable. This fee is charged to discourage short-term trading and ensure long-term investment.

Other

NAV

₹ 21.98

CAGR (3 Years)

6.96%

AUM (Cr)

₹ 22.39

Risk

Moderate Risk

About HSBC Managed Solutions - Conservative - Growth Direct

To provide long term total return aimed at providing income through an active asset allocation with diversification commensurate with the risk profile of investments by predominantly investing in units of debt mutual fund as well as in a basket of equity mutual funds, gold ETFs and other ETFs and mo

Breakdown of this Fund

Debt Others

3.29%

Mutual Fund Units

196.71%

Market Capitalization

Expense Ratio, Exit Load and Tax

Expense Ratio

1.94

Exit Load

Nil

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.