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HSBC Managed Solutions India - Growth - Regular Plan

3 Value Research
0.07%
Change from previous, NAV as on Aug 16, 2019
Category: Hybrid: Aggressive Hybrid
Assets: R 88 crore (As on Jul 31, 2019)
Expense: 1.80% (As on Jun 30, 2019)
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SIP Returns
Amount
Frequency
Start Date
End Date


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Basic Details
Fund House: HSBC Mutual Fund
Launch Date: Apr 30, 2014
Benchmark (%): S&P BSE 200 TRI (80), CRISIL Composite Bond (20)
Riskometer: Moderately High
Risk Grade: Above Average
Return Grade: Average
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 10.82%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1,000
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 1.23 -3.62 -0.22 -4.52 6.67 8.51 -
VR Balanced TRI 3.32 -4.21 -0.31 0.21 9.42 8.48 -
Category -0.00 -3.68 -0.72 -3.28 6.08 8.52 -
Rank within Category 16 21 16 26 12 12 -
Number of funds in category 39 41 41 36 29 24 -
As on Aug 16, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
HSBC Managed Solutions India - Growth - Regular Plan Apr-2014 -4.52 6.67 8.51 1.80 88
HDFC Children's Gift Fund Mar-2001 -1.99 8.03 10.02 2.14 2,735
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan Feb-2016 -0.97 8.83 - 2.44 306
Mirae Asset Hybrid Equity Fund - Regular Plan Jul-2015 1.99 9.55 - 2.01 2,297
Tata Retirement Savings Fund - Moderate Plan - Regular Plan Nov-2011 -6.16 8.57 12.36 2.28 1,049
Portfolio
  Value Research Equity Fund Style
 
  Value Research Debt Fund Style
 
Top Equity Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  HSBC equity Direct-G - - - - 61.43
  HSBC Midcap Equity Direct-G - - - - 19.86
  HSBC Income Invest. Direct-G - - - - 9.24
  HSBC Income Short Term Dirct-G - - - - 8.60
  HSBC Flexi Debt Direct-G - - - - 0.44
Top Debt Holdings
  Company Instrument Credit Rating 1Y Range % Assets
The underlying data is not available.
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Jul 31, 2019
News and Analysis
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 / 6666 8819, 1800 200 2434 | Fax: 022-40029600

Email: [email protected]

Website: 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: 180030106767/18004197676 | Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com