HSBC Managed Solutions - Growth - Growth

Fund House: HSBC Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00)
TER: 1.03% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 36.25 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year

35.6739

20.15%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 6 Months
10 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le 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

Current Asset Allocation (%)

Indicators

Standard Deviation 10.4
Sharpe Ratio 0.88
Alpha 2.49
Beta 0.85
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Managed Solutions - Growth - Growth 30-04-2014 6.52 21.43 17.34 22.4 17.65
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 10.59 21.21 16.43 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 10.49 14.5 10.29 8.84 6.52
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 10.27 15.13 12.76 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 8.54 13.0 10.42 11.52 -
HDFC Asset Allocator Fund of Funds - Growth Option 05-05-2021 8.31 16.66 14.02 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 8.07 14.2 10.11 - -
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 7.43 12.95 10.06 11.19 8.44
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 7.38 17.79 12.45 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 7.1 18.32 12.53 15.88 10.95

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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