Item: HSBC Managed Solutions India Growth Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Managed Solutions India Growth Direct Growth

37.136 (0.390%)

NAV on April 23, 2024

Category Allocation:
Fund of Funds

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 41 cr

Turnover Ratio 10.18%

Expense Ratio 1.02%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 3.22%
1Y: 33.80%
3M: 6.34%
3Y: 17.89%
6M: 18.46%
5Y: 15.61%

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Gautam Bhupal (Since over 8 years) Cheenu Gupta (Since 24 days) Sonal Gupta (Since over 1 year)

ISIN INF336L01ID3

Fund Family HSBC

P/E Ratio 25.17

P/B Ratio 3.85

Launch Date April 30, 2014

Benchmark

S&P BSE 200 India TR INR

CRISIL Composite Bond TR INR

Avg. Maturity 6.94 years

Yield To Maturity (%) 7.38%

SECTOR WEIGHTINGS (%)

Financial 24.67%

Industrial 14.23%

Technology 9.51%

Basic Materials 9.76%

Consumer Cyclical 9.54%

Utilities Services 2.0%

Healthcare Services 7.72%

Energy Services 9.55%

Communication Services 1.98%

Consumer Defensive 4.65%

Real Estate 6.39%

RISK MEASURES (3 yrs)

vs S&P BSE 200 India TR INR CRISIL Composite Bond TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 1.783

Sharpe 0.977

Std Dev 10.640

Risk -

INVESTMENT OBJECTIVE

The objective of the Plan is 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 in a basket of debt, equity, gold exchange traded funds (ETFs) and other ETFs, units of offshore mutual funds and money market instruments.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Fund Of Funds Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Franklin India Life Stage Fund Of Funds The 40S Plan Direct Growth		64.242	5.74%	16 cr	0.50%	Above Average

Other Balanced funds by HSBC

HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Managed Solutions India Conservative Direct Growth

Fund of Funds
HSBC Managed Solutions India Moderate Growth Direct

Fund of Funds
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation

HSBC Managed Solutions India Growth Direct Growth

ADDITIONAL INFO

ASSET ALLOCATION

EQUITY DISTRIBUTION

CREDIT QUALITY (%)

SECTOR WEIGHTINGS (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

Top Fund Of Funds Funds

Other plans of HSBC Managed Solutions India Growth

Other Balanced funds by HSBC