HSBC Managed Solutions India Growth Direct Growth
HSBC Managed Solutions India Growth Direct Growth

HSBC Managed Solutions India Growth Direct Growth

Compare
Hybrid
Direct
Fund Of Funds

NAV: ₹ 27 as on 27-01-2023

Fund Performance
zero opening, trading, fund transfer fee
3 people have invested ₹ 3K in mutual fund in the last three months

Fund Insights

In the last 1 year, ICICI Prudential BHARAT 22 FOF Direct Growth has given 21.21% return, outperforming this fund by 22.22%

In the last 3 years, ICICI Prudential Thematic Advantage Fund(FOF) Direct Plan Growth has given 22.96% return, outperforming this fund by 10.78%

In the last 5 years, Kotak Multi Asset Allocator Fund of Fund - Dynamic Direct Growth has given 15.42% return, outperforming this fund by 7.91%

Fund Performance as on (01-Jan-70)

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
-2.8%
-2.3%
3.4%
-1%
12.2%
7.5%
Benchmark
-
-
-
-
-
-
About the Fund

HSBC Managed Solutions India Growth Direct Growth is a hybrid fund. This fund was started on  30 April, 2014. The fund is managed by Gautam Bhupal. This fund gives you the benefit of diversification.

Key parameters

1) HSBC Managed Solutions India Growth Direct Growth has a NAV of 27.0482 as on 27-01-2023.

2) HSBC Managed Solutions India Growth Direct Growth has 38 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.

3) The fund has an expense ratio 1.2 %.

Fund Overview

Expense ratio
Expense ratio
1.2%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹38 Cr
Inception Date
Inception Date
30 April, 2014
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
6.83%

Fund Distribution as on (31-Dec-22)

  • Equity 78.7%
  • Debt & Cash 21.3%
Size breakup
Large cap
55.7%
Small cap
13.6%
Mid cap
9.6%

Sector Allocation

Dec'22

Nov'22

Oct'22

Financial Services

30.9%

Industrial

13%

Basic Materials

11.8%

Consumer Cyclical

11%

Tech

10.2%

Consumer Defensive

8.1%

Energy

6.7%

Health

4.8%

Real Estate

2.8%

Utilities

0.8%

Communication

0%

Top Holdings as on (31-Dec-69)

  • Debt & Cash
Debt Holdings7
Holdings
Weight%
Holdings Trend
1M Change
icon
HSBC Large Cap Dir Gr
60.37%
-3%
icon
HSBC Small Cap Fund Dir Gr
19.67%
100%
icon
HSBC Short Duration Dir Gr
9.77%
100%
icon
HSBC Medium to Long Duration Dir Gr
5.87%
2.4%
icon
HSBC Dynamic Bond Dir Gr
3.91%
100%

What changed

in last one month
  • Scheme
  • Portfolio
AUM has remained same in the last 1M
Dec'69 return outperformed benchmark

Change in AUM

Dec'22
₹ 38 Cr
Nov'22
₹ 38 Cr
Oct'22
₹ 38.2 Cr

Fund Returns vs Benchmark

Dec'22
-1.99%
-1.46%
Dec'22
8.84%
6.76%
Oct'22
2.86%
2.61%
Fund Return
Benchmark Return

Fund Manager

Gautam Bhupal

Gautam Bhupal

Fund Manager of HSBC Managed Solutions India Growth Direct Growth, since 21 October 2015

AMC details

Fund House
HSBC Asset Management(India)Private Ltd
Total Schemes
Total AUM
₹90.93K Cr
as on 31-Dec-2022
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort
Phone
+912266145000
Email
investor.line@lntmf.co.in

Fund Highlights

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Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 12.05% since inception which is more than its category average return of 7.78%
Fund Allocations

Fund Allocations

This fund has an allocation of 78.69% in Equity, 17.81% in Debt and 3.5% in Cash related instruments
AUM size ₹38 Cr

AUM size ₹38 Cr

This fund has AUM of ₹38 Cr which is less than its category average of ₹ 525 Cr
Expense Ratio 1.2%

Expense Ratio 1.2%

This fund has an expense ratio of 1.2% which is more than its category average expense ratio of 0.79%

Frequently Asked Questions

The current NAV of HSBC Managed Solutions India Growth Direct Growth is 27.05 as on 27-Jan-2023.
Existing (Absolute + CAGR)
HSBC Managed Solutions India Growth Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
-2.79%
-2.79%
6 Month Returns
3.39%
3.39%
1 Year Returns
-1.01%
-1.01%
3 Years Returns
41.16%
12.18%
5 Years Returns
43.66%
7.51%
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1.2 as on December 2022
38 Cr as on December 2022
AAA
100
Gautam Bhupal is the fund manager of HSBC Managed Solutions India Growth Direct Growth
The Exit load of HSBC Managed Solutions India Growth Direct Growth is 1%

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.