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3 star

HSBC Managed Solutions India - Growth - Regular Plan


Hybrid: Aggressive Hybrid

1 Lakh

Investment Grown to
₹ 1.03 Lakh

₹ 10000

Monthly SIP Grown to
₹ 3.67 Lakh

Suitability:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.

Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -4.27 0.06 1.24 2.41 16.76 -6.48 3.39 1.02 5.71 -- --
VR Balanced TRI -5.13 0.10 1.11 3.43 17.56 -4.87 4.87 5.31 6.97 -- --
Hybrid: Aggressive Hybrid -3.88 0.17 1.42 3.15 15.70 -5.93 4.56 1.89 5.37 -- --
Rank within category 24 30 27 31 7 23 26 21 12 -- --
Number of funds in category 44 44 44 44 44 44 43 33 26 23 21

As on 07-Aug-2020

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
HSBC Managed Solutions India - Growth - Regular Plan  | Invest Online
3 star
Apr-14 3.39 1.02 5.71 1.84 43
SBI Equity Hybrid Fund  | Invest Online
5 star
Dec-95 5.35 5.52 7.34 1.63 30,192
DSP Equity & Bond Fund  | Invest Online
4 star
May-99 7.87 4.07 6.80 1.91 5,764
Mirae Asset Hybrid Equity Fund - Regular Plan  | Invest Online
4 star
Jul-15 6.33 4.94 8.44 1.88 3,468
HDFC Children's Gift Fund  | Invest Online
4 star
Mar-01 6.54 3.80 7.10 1.97 3,211

Best & Worst Performance

Best (Period) Worst (Period)
Week 7.54 (26-May-2020 - 02-Jun-2020) -14.97 (11-Mar-2020 - 18-Mar-2020)
Month 15.53 (23-Mar-2020 - 22-Apr-2020) -30.77 (20-Feb-2020 - 23-Mar-2020)
Quarter 25.76 (23-Mar-2020 - 22-Jun-2020) -29.06 (23-Dec-2019 - 23-Mar-2020)
Year 35.04 (26-Dec-2016 - 26-Dec-2017) -25.86 (22-Mar-2019 - 23-Mar-2020)

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 2.28 17.64 -0.17 -0.18 0.98 -4.03
VR Balanced TRI 6.33 17.40 0.06 0.07 -- --
Hybrid: Aggressive Hybrid 2.87 16.55 -0.14 -0.14 0.90 -3.35
Rank within category 21 28 19 20 31 21
Number of funds in category 34 34 34 34 34 34

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 31-Jul-2020

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Value Research Equity Fund Style

Value Research Debt Fund Style

Credit Rating vis-à-vis Category

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Top Debt Holdings

Company Instrument Credit Rating 1Y Range % Assets
equal HSBC Income Short Term Dirct-G Mutual Fund -- 8.23 - 9.63 9.39
equal HSBC Income Invest. Direct-G Mutual Fund -- 8.60 - 9.69 9.25

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

Sector Allocation vis-à-vis Category

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Top Equity Holdings

Company Sector P/E 3Y High 3Y Low % Assets
down HSBC equity Direct-G Financial -- 61.04
down HSBC Midcap Equity Direct-G Financial -- 20.34

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 30-Jun-2020

Fund Manager

— Gautam Bhupal since 21-Oct-2015

Education: Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

Experience: Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Funds Managed:

— Anitha Rangan since 16-Feb-2019

Education: She holds PGDBM from S.P. Jain Institute of Management Research, C.A. and M.Com.

Experience: Prior to joining HSBC AMC, she has worked with Crisil Ltd. as Senior Manager , Nomura Structured Financial Services as Vice President - Credit Research , Lehman Brothers Structured Financial Services as Analyst - Credit Research and Ambattur Clothing Ltd. as Executive.

Funds Managed:


0.06%

Change from previous, NAV as on 07-Aug-2020

Growth: ₹ 17.6092

Dividend: ₹ 17.6092


Investment Strategy

The scheme seeks to provide long term total return primarily by seeking capital appreciation through 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 ETFs and other ETFs, offshore mutual funds and money market instruments.

Investment Details

Minimum Investment (₹) 5,000
Minimum Addl Investment (₹) 1,000
Minimum SIP Investment (₹) 500
Minimum No of Cheques 12
Minimum Withdrawal (₹) 1,000
Minimum Balance (₹) 1,000
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: HSBC Mutual Fund
Launch Date: 30-Apr-2014
Return Since Launch: 9.43%
Benchmark: S&P BSE 200 TRI (80), CRISIL Composite Bond (20)
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ 43 Cr (As on 30-Jun-2020)
Expense: 1.84% (As on 30-Jun-2020)
Risk Grade: Above Average
Return Grade: Average
Turnover: --

Contact Information

AMC: HSBC Global Asset Management Company (India) Private Limited

Address: The Hongkong and Shanghai Banking Corp. Ltd. 16, V. N. Road, Fort, Mumbai - 400001

Phone: 022-66145000 / 66668819 / 1800-200-2434

Fax: 022-40029600

Email: [email protected]

Website: http://www.assetmanagement.hsbc.co.in

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

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