HSBC Managed Solutions India - Growth - IDCW - Direct Plan

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Direct 5.44 5.24 16.51 16.95 14.10 13.26
CRISIL Composite Bond 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 - TRI 5.60 4.51 10.99 18.59 15.47 11.45

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 Direct Apr 30, 2014 16.51 16.95 14.10 1.04 37.70
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct - IDCW Jan 01, 2013 16.31 16.45 14.56 0.26 173.72
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - IDCW Jan 04, 2013 15.97 20.21 14.41 0.13 118.35
Quantum Equity Fund Of Funds - Direct Plan IDCW Jul 20, 2009 13.51 17.02 13.69 0.51 98.26
HSBC Managed Solutions India Moderate Fund Direct Plan IDCW Mar 13, 2015 14.60 14.51 13.66 0.94 56.32
Bandhan Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-IDCW Jan 01, 2013 12.94 13.33 10.40 0.54 15.29

Fund Holdings as on 31-October-2023

  • HSBC Large Cap Fund- Direct Growth

  • HSBC Small Cap Fund - Direct Growth

  • HSBC Short Duration Fund - Direct Growth

  • HSBC Medium To Long Duration Fund - Direct Growth

  • HSBC Dynamic Bond Fund - Direct Growth

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

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Fund Manager

Most Recent Dividend

  • 26/04/2023

  • 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 ₹37.70 crore. HSBC Managed Solutions India - Growth is benchmarked against CRISIL Composite Bond Index as primary index and NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of HSBC Managed Solutions India - Growth ended up ₹0.04(0.13%)yesterday to ₹30.3243.

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

The HSBC Managed Solutions India - Growth is managed by Neelotpal Sahai and Gautam Bhupal.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033