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3 star

HSBC Managed Solutions India - Growth - Regular Plan


1 Lakh

Investment Grown to
₹ 1.58 Lakh

₹ 10000

Monthly SIP Grown to
₹ 5.13 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 22.87 -2.32 -3.21 -4.22 3.59 12.57 31.81 16.48 13.91 11.48 --
VR Balanced TRI 20.19 -2.54 -3.62 -5.85 2.48 11.43 28.09 16.61 15.44 11.10 --
Hybrid: Aggressive Hybrid 23.99 -2.11 -2.82 -3.29 3.78 12.04 31.87 15.66 13.11 10.85 --
Rank within category 22 38 34 35 20 15 17 13 13 11 --
Number of funds in category 48 49 49 49 49 49 47 40 31 26 24

As on 26-Nov-2021

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 31.81 16.48 13.91 1.77% 42
SBI Equity Hybrid Fund  | Invest Online
4 star
Dec-95 28.97 17.17 14.23 1.66% 48,043
ICICI Prudential Equity & Debt Fund  | Invest Now
4 star
Nov-99 52.92 19.26 15.58 1.80% 18,740
DSP Equity & Bond Fund  | Invest Online
4 star
May-99 28.58 18.50 14.09 1.86% 7,559
Canara Robeco Equity Hybrid Fund - Regular Plan  | Invest Online
5 star
Feb-93 25.79 17.65 14.95 1.93% 6,901

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) 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 74.78 23-Mar-2020 - 23-Mar-2021 -25.86 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 18.23 17.46 0.82 0.83 0.96 -0.02
VR Balanced TRI 18.85 17.75 0.84 0.97 -- --
Hybrid: Aggressive Hybrid 17.26 16.68 0.81 0.85 0.89 0.05
Rank within category 12 30 18 24 34 18
Number of funds in category 41 41 41 41 41 41

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

As on 31-Oct-2021

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 -- 7.63 - 11.27 11.27
equal HSBC Income Invest. Direct-G Mutual Fund -- 7.08 - 7.84 7.45
equal HSBC Flexi Debt Direct-G Mutual Fund -- 0.00 - 1.49 1.24

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 -- 59.95
down HSBC Midcap Equity Direct-G Financial -- 19.33

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 31-Oct-2021

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 IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.

Funds Managed:


-2.32%

Change from previous, NAV as on 26-Nov-2021

Growth: ₹ 26.5063

IDCW: ₹ 26.5063


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
Minimum Balance (₹) 1,000
Lock-in Period Not Applicable
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: HSBC Mutual Fund
Launch Date: 30-Apr-2014
Return Since Launch: 13.72%
Benchmark: S&P BSE 200 TRI (80), CRISIL Composite Bond Index (20)
Riskometer: Very High
Type: Open-ended
Assets: ₹ 42 Cr (As on 31-Oct-2021)
Expense: 1.77% (As on 31-Oct-2021)
Risk Grade: Above Average
Return Grade: Average
Turnover: --

Contact Information

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

Address: 9-11th Floor, NESCO - IT Park Bldg. 3, Nesco Complex, Western Express Highway, Goregaon East, Mumbai - 400063

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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