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hsbc managed solutions india moderate growth direct
HSBC Managed Solutions India Moderate Growth Direct

HSBC Managed Solutions India Moderate Growth Direct

  • High Risk
  • Allocation
  • Fund of Funds
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NAV as on May 6, 2025
i
Price per unit of the scheme.
₹ 35.7976-0.80%1 Day Change
3.81%
Minimum Investment₹5000
Expense Ratio0.76%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
HSBC Managed Solutions India Moderate Growth Direct
VS
Allocation: Fund of Funds Average NAV
    Topper in Allocation: Fund of Funds
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    HSBC Managed Solutions India Moderate Growth Direct
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    Expense Ratio
    0.76%
    Category Avg Expense Ratio
    0.24%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 53.54 Cr(As on Feb, 2025)
    Inception Date
    Apr 30, 2014
    Turnover
    - %
    Exit Load
    In respect of each purchase / switch in of Units, an Exit Load of 1% is payable if Units are redeemed / switched out within 1 year from the date of allotment. No Exit Load will be charged, if Units are redeemed / switched out after 1 year from the date of allotment.

    bt_logoABOUT THE FUND

    Objective: The objective of the fund is to provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt, equity, gold ETFs and other ETFs, units of offshore mutual funds and money market instruments.

    HSBC Managed Solutions India Moderate Growth Direct is an Allocation - Fund of Funds fund. The fund was launched inApr 30, 2014. Its risk level is . The NAV of the fund as onMay 06, 2025 is ₹35.80. Its expense ratio is 0.76 %. The fund has an AUM of ₹53.54 Cr.The fund is managed byGautam Bhupal,Neelotpal Sahai,Cheenu Gupta,Sonal Gupta.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Gautam Bhupal
    Gautam Bhupal
    i
    Lead Fund Manager.
    Oct 21, 2015 - Present
    • Fund Manager Rank--Out of 3
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed12
    • Total AUM₹ 31,933.62 Cr
    • Highest Return In 1 Yr12.41 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Tax Saver Equity Fund Direct Growth
    ₹ 98.71
    6.71%
    4.91%
    Very High Risk
    ₹210.48Cr
    HSBC Business Cycles Direct Growth
    ₹ 43.12
    3.06%
    -%
    Very High Risk
    ₹967.37Cr
    HSBC Managed Solutions India Moderate Growth Direct
    ₹ 35.80
    3.81%
    -%
    High Risk
    ₹53.54Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 98.71
    • Fund Size₹210.48Cr
    Fund Return6.71%
    Category Return4.91%
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 43.12
    • Fund Size₹967.37Cr
    Fund Return3.06%
    Category Return--
    HSBC Managed Solutions India Moderate Growth Direct
    High Risk
    • NAV₹ 35.80
    • Fund Size₹53.54Cr
    Fund Return3.81%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Neelotpal Sahai
    Neelotpal Sahai
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed10
    • Total AUM₹ 17,375.29 Cr
    • Highest Return In 1 Yr8.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Focused Fund Direct Growth
    --
    ₹ 24.61
    4.47%
    4.62%
    Very High Risk
    ₹1,554.94Cr
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    ₹ 48.57
    2.42%
    3.39%
    High Risk
    ₹1,470.55Cr
    HSBC Large Cap Fund - Growth Direct
    ₹ 504.32
    5.12%
    5.63%
    Very High Risk
    ₹1,685.72Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.61
    • Fund Size₹1,554.94Cr
    Fund Return4.47%
    Category Return4.62%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 48.57
    • Fund Size₹1,470.55Cr
    Fund Return2.42%
    Category Return3.39%
    HSBC Large Cap Fund - Growth Direct
    Very High Risk
    • NAV₹ 504.32
    • Fund Size₹1,685.72Cr
    Fund Return5.12%
    Category Return5.63%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Cheenu Gupta
    Cheenu Gupta
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed12
    • Total AUM₹ 38,427.40 Cr
    • Highest Return In 1 Yr12.41 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Tax Saver Equity Fund Direct Growth
    ₹ 98.71
    6.71%
    4.91%
    Very High Risk
    ₹210.48Cr
    HSBC Focused Fund Direct Growth
    --
    ₹ 24.61
    4.47%
    4.62%
    Very High Risk
    ₹1,554.94Cr
    HSBC Conservative Hybrid Fund Growth Direct Plan
    ₹ 66.88
    2.01%
    1.84%
    Moderately High risk
    ₹145.73Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 98.71
    • Fund Size₹210.48Cr
    Fund Return6.71%
    Category Return4.91%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.61
    • Fund Size₹1,554.94Cr
    Fund Return4.47%
    Category Return4.62%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 66.88
    • Fund Size₹145.73Cr
    Fund Return2.01%
    Category Return1.84%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sonal Gupta
    Sonal Gupta
    i
    Lead Fund Manager.
    Nov 26, 2022 - Present
    • Schemes managed23
    • Total AUM₹ 65,762.57 Cr
    • Highest Return In 1 Yr12.41 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Business Cycles Direct Growth
    ₹ 43.12
    3.06%
    -%
    Very High Risk
    ₹967.37Cr
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    --
    ₹ 10.34
    10.10%
    -%
    Very High Risk
    ₹56.45Cr
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    --
    ₹ 23.59
    2.80%
    -%
    Very High Risk
    ₹8.37Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 43.12
    • Fund Size₹967.37Cr
    Fund Return3.06%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.34
    • Fund Size₹56.45Cr
    Fund Return10.10%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.59
    • Fund Size₹8.37Cr
    Fund Return2.80%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2025
    EQUITY (57.78%)
    DEBT (35.06%)
    CASH (7.05%)
    Allocation by Market Cap
    Large Cap(40.70%)
    Mid Cap(6.29%)
    Small Cap(10.33%)
    Other Cap(0.12%)
    Industry Holdings
    • Banks Regional17.40%
    • Information Technology Services12.01%
    • Drug Manufacturers Specialty Generic4.91%
    • Engineering Construction4.51%
    • Oil Gas Refining Marketing4.16%
    • Aerospace Defense4.06%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.68
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.08
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      9.82
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    HSBC Asset Management (India) Private Ltd
    HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,21,765.68 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
    phone icon
    Phone
    +91 22 66145000
    mail icon
    Email
    hsbcmf@hsbc.co.in
    aum
    AUM
    ₹ 1,21,765.68 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    bt_logoFAQ's

    What is the category of HSBC Managed Solutions India Moderate Growth Direct ?
    The category of HSBC Managed Solutions India Moderate Growth Direct is Allocation - Fund of Funds
    What is the current NAV of HSBC Managed Solutions India Moderate Growth Direct ?
    The current NAV of HSBC Managed Solutions India Moderate Growth Direct as on May 06, 2025 is ₹35.80
    How safe is HSBC Managed Solutions India Moderate Growth Direct ?
    The risk level of HSBC Managed Solutions India Moderate Growth Direct is High.
    What are short term returns given by HSBC Managed Solutions India Moderate Growth Direct ?
    The return given by HSBC Managed Solutions India Moderate Growth Direct in 1 month is 3.81%, 3 months is 0.88%, 6 months is -2.27%, and 1 year is 7.23%
    What are the long term returns given by HSBC Managed Solutions India Moderate Growth Direct ?
    The return given by HSBC Managed Solutions India Moderate Growth Direct in 3 years is 14.80% and 5 years is 18.31%.
    What is the expense ratio of HSBC Managed Solutions India Moderate Growth Direct ?
    The expense ratio of HSBC Managed Solutions India Moderate Growth Direct is 0.76%
    What is the AUM of HSBC Managed Solutions India Moderate Growth Direct ?
    The assets under Management (AUM) of HSBC Managed Solutions India Moderate Growth Direct is Rs 53.54 crores.
    What is the minimum investment in HSBC Managed Solutions India Moderate Growth Direct ?
    The minimum Lumpsum investment in HSBC Managed Solutions India Moderate Growth Direct is ₹5,000.00 and the minimum SIP investment in HSBC Managed Solutions India Moderate Growth Direct is ₹1,000.00
    What is the asset allocation of HSBC Managed Solutions India Moderate Growth Direct?
    HSBC Managed Solutions India Moderate Growth Direct has an exposure of 57.78% in Equity, 35.06% in Debt and 7.05% in Cash & Money Market Securities

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