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HSBC Managed Solutions - Moderate - Growth

Fund House: HSBC Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.13% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 58.97 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year
NAV as on 20-01-2025

33.7802

0.09 (0.2549%)

CAGR Since Inception

14.25%

Benchmark: 12.55%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 7 Months
There is no value for 4x
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 8.55
Sharpe Ratio 0.82
Alpha 1.57
Beta 0.7
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 - Moderate - Growth 30-04-2014 14.65 20.54 13.3 16.92 12.95
HSBC Managed Solutions - Growth - Growth 30-04-2014 17.96 25.63 17.15 21.81 19.82
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 16.66 20.35 16.84 19.95 14.14
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 15.54 18.76 12.46 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 15.17 21.6 16.35 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 13.51 18.93 12.56 15.28 11.43
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 13.05 19.45 13.2 15.83 11.79
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.85 14.29 10.0 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.65 12.9 10.03 7.81 6.31
ICICI Prudential Asset Allocator Fund (FOF) - Growth 10-12-2003 12.29 15.35 12.8 13.67 11.45

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

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