HSBC Managed Solutions India - Growth - Dividend - Regular Plan

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Fund Overview Dividend | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The objective of the Plan is to provide long term total return primarily by seeking capital appreciationthrough an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Managed Solutions - Growth - Dividend 3.65 6.72 3.05 2.21 7.79 10.04
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 2.69 5.53 -1.06 2.59 7.59 12.91

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Managed Solutions - Growth - Dividend Apr 30, 2014 3.05 2.21 7.79 1.83 35.23
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Dividend Option May 09, 2011 6.93 3.84 8.11 1.04 126.79
HSBC Managed Solutions - Moderate - Dividend Apr 30, 2014 4.63 3.07 7.70 1.91 70.92
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Dividend Feb 11, 2010 1.63 0.93 4.97 1.30 11.52
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (D) Dec 01, 2003 -8.98 -4.38 1.84 1.32 9.85
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 30S PLAN (D) Dec 01, 2003 -13.99 -4.92 0.95 1.36 4.54

Fund Holdings as on 30-September-2020

  • HSBC Large Cap Equity Fund - Growth Direct

  • HSBC Small Cap Equity Fund - Growth Direct

  • HSBC Debt Fund - Growth Direct

  • HSBC Short Duration Fund - Growth Direct

  • Reverse Repos

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

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  • Cash

  • MFU

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About HSBC Managed Solutions India - Growth

Scheme Analysis

HSBC Managed Solutions India - Growth is a FoFs (Domestic) - Equity Oriented fund and belongs to HSBC Mutual Fund. It was launched on 30-Apr-2014 and currently has an AUM of ₹35.23 crore. HSBC Managed Solutions India - Growth is benchmarked against Crisil Composite Bond Fund Index as primary index and NIFTY 50 - TRI as primary index and S&P BSE 200 as secondary index.

The NAV of HSBC Managed Solutions India - Growth ended down ₹-0.05(-0.29%)yesterday to ₹18.6299.

Among its top 3 holdings the fund has exposure to HSBC Large Cap Equity Fund - Growth Direct, and

The HSBC Managed Solutions India - Growth is managed by Anitha Rangan and Gautam Bhupal.

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600