March 28, 2024
mayank
HSBC Managed Solutions India-Growth details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 36.2362
NAV IDCW: Rs 33.3200
Suitable For Which Investors?
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.
Fund’s 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.
Fund Manager:
1) Neelotpal Sahai
Education: Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
Experience: Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
2) Gautam Bhupal
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.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 365 days |
Basic Details
| Fund House | HSBC Mutual Fund |
| Launch Date | 30-Apr-14 |
| Return Since Launch | 13.87% |
| Benchmark | S&P BSE 200 TRI (80), CRISIL Composite Bond Index (20) |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 41 Cr |
| (As on 29-Feb-2024) | |
| Expense | 1.01% |
| (As on 29-Feb-2024) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | — |
Trailing Returns (%) of HSBC Managed Solutions India-Growth
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HSBC Managed Solutions India Growth Dir | 3.78 | 0.44 | -1.09 | 4.05 | 13.18 | 34.94 | 16.46 | 15.13 | 12.79 | — |
| VR Balanced TRI | 2.04 | 0.50 | -0.25 | 2.37 | 11.61 | 28.65 | 14.97 | 14.10 | 13.68 | — |
| Hybrid: Aggressive Hybrid | 3.78 | 0.35 | -0.28 | 4.29 | 13.32 | 33.85 | 17.23 | 15.23 | 13.62 | — |
| Rank within category | 21 | 14 | 38 | 24 | 20 | 17 | 21 | 16 | 18 | — |
| Number of funds in category | 46 | 46 | 46 | 46 | 44 | 44 | 43 | 37 | 28 | 22 |
Peer Comparison of HSBC Managed Solutions India-Growth
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HSBC Managed Solutions India Growth Dir | 3 star | 34.94 | 16.46 | 15.13 | 1.01 | 41 | 13.87 | 1.00 (365) | 9Y 10M | 2.00 |
| ICICI Pru Equity & Debt Dir | 5 star | 43.01 | 26.46 | 20.94 | 1.02 | 32,429 | 18.14 | 1.00 (365) | 11Y 2M | 30.00 |
| Canara Robeco Equity Hybrid Dir | 4 star | 30.29 | 15.29 | 15.85 | 0.66 | 9,809 | 14.92 | 1.00 (365) | 11Y 2M | 28.00 |
| HDFC Children’s Gift Dir | 5 star | 30.91 | 19.69 | 17.18 | 0.97 | 8,452 | 16.39 | — | 11Y 2M | 12.55 |
| UTI Aggressive Hybrid Dir | 4 star | 35.67 | 19.48 | 16.08 | 1.32 | 5,243 | 13.43 | 1.00 (365) | 11Y 2M | 30.00 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,41,010 | 1,66,981 |
| Giant (%) | 52.70 | 54.17 |
| Large (%) | 14.83 | 16.93 |
| Mid (%) | 25.82 | 22.07 |
| Small (%) | 6.56 | 8.32 |
| Tiny (%) | 0.09 | 0.51 |
| Fund | Category | |
| Number of Securities | 5 | 72 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | AAA | — |
How to Invest in HSBC Managed Solutions India-Growth?
Chanakya’s Mutual Fund Guidance For HSBC Managed Solutions India-Growth
Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
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