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HSBC Managed Solutions - Growth - Regular Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds
Fund House : HSBC Mutual Fund
  • NAV
    : ₹ 27.8299 0.85%
    (as on 13th October, 2021)
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Crisil Rank

Not Ranked

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Risk-O-Meter
Very High
This Scheme
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Returns (NAV as on 13th October, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Oct-21 10323.70 3.24% - 1.38% 24/79
1 Month 13-Sep-21 10418.70 4.19% - 1.24% 10/78
3 Month 13-Jul-21 11179.40 11.79% - 2.33% 7/77
6 Month 12-Apr-21 12546.80 25.47% - 8.55% 9/77
YTD 01-Jan-21 12875.80 28.76% - 13.56% 10/74
1 Year 13-Oct-20 14884.30 48.84% 48.84% 25.02% 11/72
2 Year 11-Oct-19 15887.00 58.87% 25.92% 17.11% 13/69
3 Year 12-Oct-18 16896.80 68.97% 19.07% 12.81% 7/66
5 Year 13-Oct-16 19084.80 90.85% 13.79% 10.45% 11/62
Since Inception 30-Apr-14 27829.90 178.30% 14.71% 9.27% 15/106

SIP Returns (NAV as on 13th October, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 13-Oct-20 12000 14717.53 22.65 % 44.47 %
2 Year 11-Oct-19 24000 34263.94 42.77 % 38.41 %
3 Year 12-Oct-18 36000 53672.02 49.09 % 27.7 %
5 Year 13-Oct-16 60000 94123.69 56.87 % 18.04 %
 

Tax Treatment

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Portfolio (Updated on 30th Sep,2021)

Name Type of Instrument Weight (%)
MF Units MF Units 59.66%
MF Units MF Units 20.17%
MF Units MF Units 11.23%
MF Units MF Units 7.46%
MF Units MF Units 1.24%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2021)

  • Standard Deviation

    High volatility
    16.74vs15.11
    Category Avg
  • Beta

    High volatility
    0.74vs0.37
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.81vs0.56
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.18vs-0.11
    Category Avg
  • Jension's Alpha

    Poor risk adjusted returns
    2.58vs3.43
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential BHARAT 22 FOF - Growth NA 43.65 12.37 19.43 42.53 99.93 12.10
ICICI Prudential Thematic Advantage Fund (FOF) - Growth NA 80.88 5.27 12.17 32.45 88.09 24.18
ICICI Prudential India Equity FOF - Regular Plan - Growth NA 39.14 8.70 15.47 38.01 81.52 0.00
ICICI Prudential Passive Strategy Fund (FOF) - Growth NA 88.79 5.49 14.42 27.73 63.00 18.90
Nippon India Junior BeES FoF - Regular Plan - Growth NA 85.41 3.53 14.56 30.65 62.34 0.00
Franklin India Life Stage Fund of Funds - The 20s Plan - Growth NA 12.13 4.79 10.59 26.21 61.80 16.61
Quantum Equity Fund of Funds - Growth NA 78.83 5.12 13.97 28.64 57.42 20.39
Franklin India Dynamic Asset Allocation Fund of Funds - Growth NA 1151.53 4.57 11.37 26.73 53.04 11.44
Franklin India Life Stage Fund of Funds - The 30s Plan - Growth NA 6.44 3.48 8.99 22.18 52.10 12.63
DSP World Energy Fund - Regular Plan - Growth NA 154.34 6.87 7.24 12.50 51.06 6.26

More Funds from HSBC Mutual Fund

Out of 36 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 4 is/are ranked 4 * , 1 is/are ranked 3 * , 5 is/are ranked 2 * , 1 is/are ranked 1 * , and 24 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
HSBC Cash Fund - Growth 4 3120.69 0.25 0.81 1.61 3.17 4.93
HSBC Ultra Short Duration Fund - Regular Plan - Growth 4 1993.58 0.25 0.91 1.83 3.53 0.00
HSBC Mid Cap Fund - Regular Plan - Growth NA 1317.25 0.00 0.00 0.00 0.00 0.00
HSBC Large Cap Equity Fund - Growth 2 780.86 4.51 13.47 24.70 48.86 20.03
HSBC Overnight Fund - Regular Plan - Growth NA 598.79 0.25 0.75 1.53 3.02 0.00
HSBC Global Equity Climate Change Fund of Fund - Regular Plan - Growth NA 593.67 -5.07 -0.79 2.17 0.00 0.00
HSBC Global Equity Climate Change Fund of Fund - Regular Plan - Growth NA 593.67 0.00 0.00 0.00 0.00 0.00
HSBC Focused Equity Fund - Regular Plan - Growth NA 579.29 6.76 17.99 30.92 60.97 0.00
HSBC Large and Mid Cap Equity Fund - Regular Plan - Growth NA 522.74 5.23 14.93 32.08 65.44 0.00
HSBC Equity Hybrid Fund - Growth NA 504.74 0.00 0.00 0.00 0.00 0.00

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