HSBC Managed Solutions India - Moderate - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The objective of the Plan is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversifi cation commensurate withthe risk profi le of investments by investing in a basket of debt mutual funds, equity mutual funds, gold 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 - Moderate - Growth 4.27 13.17 -4.76 1.70 5.67 8.32
CRISIL Hybrid 35+65 - Aggressive Index 4.52 19.65 -0.37 6.07 7.75 8.49
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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 - Moderate - Growth Apr 30, 2014 -4.76 1.70 5.67 1.93 82.93
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option May 09, 2011 -0.77 3.36 6.38 1.07 106.70
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 -14.74 -0.74 4.06 0.31 78.18
HSBC Managed Solutions - Growth - Growth Apr 30, 2014 -7.90 0.79 5.18 1.85 41.21
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 -10.39 0.86 4.98 0.75 40.52
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Growth Feb 11, 2010 -8.13 0.03 3.57 1.18 10.74

Fund Holdings as on 31-May-2020

  • HSBC Large Cap Equity Fund - Growth Direct

  • HSBC Short Duration Fund - Growth Direct

  • HSBC Small Cap Equity Fund - Growth Direct

  • HSBC Flexi Debt Fund - Growth Direct

  • HSBC Debt Fund - Growth Direct

  • Reverse Repos / Treps

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

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Fund Manager

  • Cash

  • MFU

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About HSBC Managed Solutions India - Moderate

Scheme Analysis

HSBC Managed Solutions India - Moderate 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 ₹82.93 crore. HSBC Managed Solutions India - Moderate is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of HSBC Managed Solutions India - Moderate ended up ₹0.11(0.65%)yesterday to ₹16.3847.

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

The HSBC Managed Solutions India - Moderate 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