Rating : ★ ★ ★ ★ ☆

HSBC Managed Solutions India Growth Direct Growth

Others

  

Fund of Funds

NAV

18.0861-0.1572

(as on 22 Sep, 2020)

RETURNS

1.78 %

Fund Type

Open Ended

Investment Plan

Growth

Investment Plan

1%

Benchmark

CRISIL Composite Bond Fund TR INR

Asset Size

35.10 Cr.

(As of 22 Sep, 2020)

Risk

Moderately High

Objective

The objective of the Plan is 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 in a basket of debt, equity, gold exchange traded funds (ETFs) and other ETFs, units of offshore mutual funds and money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

app screenshotapp screenshot

Google play store download image Apple app store download image

Fund manager

Sanjay Shah

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HSBC Large Cap Equity Dir Gr

60.32%

HSBC Small Cap Equity Dir Gr

20.20%

HSBC Debt Dir Gr

10.54%

HSBC Short Duration Dir Gr

8.30%

Sector Allocation

About the Scheme Type

Similar to how funds invest in stocks and bonds, Fund of Funds are mutual fund schemes which invest in other mutual fund schemes. The fund manager can invest in the fund schemes of same mutual fund house or different mutual fund houses. It’s particularly good for smaller risk averse investors with the capacity of putting in small amounts every month as the fund’s diversification reduces the risk to a certain extent. Few advantages of Fund of Funds include Tax friendly, ease of handling as there’s just one NAV and folio to track, small investor friendly, while the disadvantages come in the form of high expense ratio and possibility of more than required diversification.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of HSBC Asset Management(India)Private Ltd

HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:

  • A clear investment philosophy
  • A focus on longer-term valuations and risk-adjusted performance
  • In-depth research and analysis to support investment decisions
  • A global investment platform capturing insights and broader perspectives
  • Comprehensive portfolio construction and risk management tools