Hsbc Managed Solutions Growth Growth Direct | Pros & Cons NAV(25.06)

Hsbc Managed Solutions Growth Growth Direct

Hybrid: Aggressive

Fund Information

Objective

To provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversifi cation commensurate with the risk profi le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments

Very High Risk

Nifty 50

Benchmark

2014-04-30

Launched On

Type

Min SIP

5000

Min Investment

42

AUM in Crores

1.42

Expense Ratio

1.00

Exit Load

HSBC Asset Management (India) Private Ltd.

Fund House

Gautam Bhupal

Fund Managers

Hsbc Managed Solutions Direct Pros & Cons

Pros

  • Hsbc Managed Solutions Growth Growth Direct has over performed index in 2014-2017 years

Cons

  • Hsbc Managed Solutions Growth Growth Direct has under performed index in 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Hsbc Managed Solutions Growth Growth Direct is ranking 32nd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Hsbc Managed Solutions Growth Growth Direct 
14.9517.9312.3710.91
Nifty 50
15.718.9415.6911.3813.3111.27

Hsbc Managed Solutions Direct Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Hsbc Managed Solutions Growth Growth Direct 
8.3223.88-11.648.3117.29-4.36
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Hsbc Managed Solutions Growth Growth Direct 
33.8711.212.5990.1524.55
Nifty 50
35.322.751.344--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
8.93
2020-03-11 - 2020-03-18
-14.97
Month2020-03-23 - 2020-04-23
16.66
2020-02-24 - 2020-03-24
-28.47
Quarter2020-03-23 - 2020-07-23
34.28
2019-11-25 - 2020-03-25
-27.27
Year2020-03-23 - 2021-03-23
75.4
2019-03-25 - 2020-03-25
-23.7

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials9.93
HDFC Bank Ltd.Financials9.29
Infosys Ltd.Technology9.11
Reliance Industries Ltd.Energy7.36
Tata Consultancy Services Ltd.Technology6.24
Axis Bank Ltd.Financials6.14
State Bank Of IndiaFinancials5.2
Hindustan Unilever Ltd.FMCG4.46
Housing Development Finance Corporation Ltd.Financials4.35
Larsen & Toubro Ltd.Infrastructure4
Bajaj Finance Ltd.Financials2.68
Tata Motors Ltd.Automobile and Ancillaries2.61
Ultratech Cement Ltd.Construction2.28
Shree Cement Ltd.Construction2.25
Asian Paints Ltd.Chemicals2.23
Mahindra & Mahindra Ltd.Automobile and Ancillaries2.2
Titan Company Ltd.Retail and Other Services2.17
Ashok Leyland Ltd.Automobile and Ancillaries1.85
Sun Pharmaceutical Industries Ltd.Healthcare1.82
PI Industries Ltd.Chemicals1.42
Lupin Ltd.Healthcare1.33
Kotak Mahindra Bank Ltd.Financials1.23
Cipla Ltd.Healthcare1.16
Siemens Ltd.Capital Goods1.14
SBI Life Insurance Company Ltd.Financials1.06
Alkem Laboratories Ltd.Healthcare1.02
UPL Ltd.Chemicals1
Tata Steel Ltd.Metals0.77
HCL Technologies Ltd.Technology0.64
Godrej Consumer Products Ltd.FMCG0.58
Maruti Suzuki India Ltd.Automobile and Ancillaries0.48
DLF Ltd.Construction0.39
Bharti Airtel Ltd.Media and Communications0.18

AUM Yearly

YearScheme Total AumCategory Total Aum
202140.080.00
202040.050.00
201979.7913127.64

Hsbc Managed Solutions Direct Details

Hsbc Managed Solutions Growth Growth Direct is a mutual fund scheme launched by HSBC Asset Management (India) Private Ltd..This fund has been launched on 2014-04-30. Hsbc Managed Solutions Growth Growth Direct currently has 42 crores of assets under management (AUM) and has an expense ratio of 1.42 which is higher than what most other Large Cap funds charge.


Hsbc Managed Solutions Growth Growth Direct has given returns of 14.95% in the last 1 year and 17.93% in the last 3 years. And since launch the fund has given 13.28% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.5000.

The top holdings of the fund are ICICI Bank Ltd. , HDFC Bank Ltd. , Infosys Ltd. , Reliance Industries Ltd. , Tata Consultancy Services Ltd.

Frquently Asked Questions

1. What is the NAV of Hsbc Managed Solutions Direct?

The current Net Asset Value (NAV) of the Hsbc Managed Solutions Direct is 25.06

2. Hsbc Managed Solutions Direct Rolling Returns

The 3 year rolling returns of the Hsbc Managed Solutions Direct:

  • Mean : 8.32%
  • Max : 23.88%
  • Min : -11.64%

3. How do I invest in Hsbc Managed Solutions Direct?

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  3. Invest and enjoy the returns

Hsbc Managed Solutions Growth Growth Direct



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.