Hsbc Managed Solutions India Moderate Growth Direct Plan

32.29
NAV (Mar 27,2024)

The HSBC Managed Solutions India - Moderate - Growth - Direct Plan is a financial product with an expense ratio of 0.93, a scheme asset under management of INR 56.74 crores, and a minimum investment requirement of INR 5,000. This plan has no lock-in period and was established on April 30, 2014. It is designed to provide moderate growth for investors in India.

Hsbc Managed Solutions India Moderate Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Managed Solutions India Moderate Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.93%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

56.74 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,368.71 (3.69%)11,133.53 (11.34%)12,933.7 (29.34%)14,951.94 (49.52%)18,861.31 (88.61%)
31,106.13 (3.69%)33,400.59 (11.34%)38,801.1 (29.34%)44,855.82 (49.52%)56,583.93 (88.61%)
51,843.55 (3.69%)55,667.65 (11.34%)64,668.5 (29.34%)74,759.7 (49.52%)94,306.55 (88.61%)
82,949.68 (3.69%)89,068.24 (11.34%)1,03,469.6 (29.34%)1,19,615.52 (49.52%)1,50,890.48 (88.61%)
1,03,687.1 (3.69%)1,11,335.3 (11.34%)1,29,337 (29.34%)1,49,519.4 (49.52%)1,88,613.1 (88.61%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HSBC Large Cap Fund Direct Growth48.33%
  • HSBC Small Cap Fund Direct Growth16.52%
  • HSBC Short Duration Fund Direct Growth16.42%
  • HSBC Medium To Long Duration Fund Direct Growth12.04%
  • HSBC Dynamic Bond Fund Direct Growth5.92%
  • Treps1.35%
  • Net Current Assets including cash & bank balances-0.58%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

High

28.11%

Tata Nifty India Digital ETF Fund of Fund - Regular Plan - GrowthTata Nifty India Digital ETF Fund of Fund - Regular Plan - Growth

OTHER

Very High

23.89%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

22.37%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

16.19%

Mirae Asset Equity Allocator Fund of Fund - Regular Plan - GrowthMirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth

OTHER

Very High

14.83%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

13.90%

Axis All Seasons Debt Fund of Funds - Regular Plan - GrowthAxis All Seasons Debt Fund of Funds - Regular Plan - Growth

OTHER

Moderately High

7.61%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

6.88%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

6.75%

UTI Silver ETF Fund of Fund - Growth - Direct PlanUTI Silver ETF Fund of Fund - Growth - Direct Plan

COMMODITY

Very High

-5.95%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Tata Nifty India Digital ETF Fund of Fund - Regular Plan - GrowthTata Nifty India Digital ETF Fund of Fund - Regular Plan - Growth

OTHER

Very High

41.46%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

36.97%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

32.52%

Mirae Asset Equity Allocator Fund of Fund - Regular Plan - GrowthMirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth

OTHER

Very High

31.83%

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

High

31.46%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

25.94%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

25.14%

Axis All Seasons Debt Fund of Funds - Regular Plan - GrowthAxis All Seasons Debt Fund of Funds - Regular Plan - Growth

OTHER

Moderately High

7.23%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

6.91%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

5.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

20.28%

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

High

19.83%

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan - GrowthNippon India Nifty Next 50 Junior BeES FoF - Regular Plan - Growth

OTHER

Very High

19.53%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

19.02%

Mirae Asset Equity Allocator Fund of Fund - Regular Plan - GrowthMirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth

OTHER

Very High

18.57%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

17.42%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

16.84%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

6.33%

Axis All Seasons Debt Fund of Funds - Regular Plan - GrowthAxis All Seasons Debt Fund of Funds - Regular Plan - Growth

OTHER

Moderately High

5.45%

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - GrowthAditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Growth

OTHER

Moderate

5.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

High

19.58%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

16.39%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

14.95%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

14.83%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

11.95%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

6.83%

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - GrowthAditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Growth

OTHER

Moderate

6.39%

Fund Managers

GB

Mr. Gautam BhupalVice President - Investment Management

Over 11 years of experiences in areas of Research and Fund Management.

NS

Mr. Neelotpal SahaiSenior Vice President and Senior Fund Manager - Equities

Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.

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