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HSBC Managed Solutions India Moderate Growth Direct
NAV as on Feb 25, 2025
i
Price per unit of the scheme.
₹ 33.9739 -0.22% 1 Day Change
-3.19%
Minimum Investment ₹5000
Expense Ratio 0.76%

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

RISK-O-METER

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

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
HSBC Managed Solutions India Moderate Growth Direct
VS
Allocation: Fund of Funds Average NAV
Topper in Allocation: Fund of Funds
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

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

FUND MANAGER

Gautam Bhupal
i
Lead Fund Manager.
Oct 21, 2015- Present
  • Fund Manager Rank -- Out of 0
    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 managed 12
  • Total AUM ₹ 33,292.85 Cr
  • Highest Return In 1 Yr 8.23 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-6.33%
-4.66%
Very High Risk
₹236.36Cr
₹38.96
-5.43%
--
Very High Risk
₹958.69Cr
₹33.97
-3.19%
--
High Risk
₹56.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-14.00%
-10.52%
Very High Risk
₹236.36Cr
₹38.96
-17.17%
--
Very High Risk
₹958.69Cr
₹33.97
-6.66%
--
High Risk
₹56.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-10.68%
-12.35%
Very High Risk
₹236.36Cr
₹38.96
-17.09%
--
Very High Risk
₹958.69Cr
₹33.97
-6.67%
--
High Risk
₹56.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
6.18%
2.38%
Very High Risk
₹236.36Cr
₹38.96
3.03%
--
Very High Risk
₹958.69Cr
₹33.97
4.36%
--
High Risk
₹56.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
15.60%
14.70%
Very High Risk
₹236.36Cr
₹38.96
19.03%
--
Very High Risk
₹958.69Cr
₹33.97
11.57%
--
High Risk
₹56.81Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
17.09%
16.84%
Very High Risk
₹236.36Cr
₹38.96
18.68%
--
Very High Risk
₹958.69Cr
₹33.97
13.48%
--
High Risk
₹56.81Cr
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -6.33%
Category Return -4.66%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -5.43%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return -3.19%
Category Return --
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -14.00%
Category Return -10.52%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -17.17%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return -6.66%
Category Return --
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -10.68%
Category Return -12.35%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -17.09%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return -6.67%
Category Return --
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 6.18%
Category Return 2.38%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 3.03%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return 4.36%
Category Return --
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 15.60%
Category Return 14.70%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 19.03%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return 11.57%
Category Return --
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 17.09%
Category Return 16.84%
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 18.68%
Category Return --
HSBC Managed Solutions India Moderate Growth Direct HSBC Managed Solutions India Moderate Growth Direct
High Risk
  • NAV ₹33.97
  • Fund Size ₹56.81Cr
Fund Return 13.48%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Neelotpal Sahai
Oct 1, 2023- Present
  • Schemes managed 10
  • Total AUM ₹ 18,510.78 Cr
  • Highest Return In 1 Yr 8.18 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹22.97
-6.41%
-4.47%
Very High Risk
₹1,627.93Cr
₹46.38
-1.31%
-2.46%
High Risk
₹1,484.41Cr
₹469.51
-3.11%
-2.98%
Very High Risk
₹1,827.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹22.97
-14.52%
-10.60%
Very High Risk
₹1,627.93Cr
₹46.38
-5.38%
-5.41%
High Risk
₹1,484.41Cr
₹469.51
-11.00%
-8.42%
Very High Risk
₹1,827.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹22.97
-14.49%
-12.58%
Very High Risk
₹1,627.93Cr
₹46.38
-4.68%
-6.73%
High Risk
₹1,484.41Cr
₹469.51
-12.56%
-10.93%
Very High Risk
₹1,827.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹22.97
0.32%
3.18%
Very High Risk
₹1,627.93Cr
₹46.38
5.51%
3.14%
High Risk
₹1,484.41Cr
₹469.51
1.66%
2.52%
Very High Risk
₹1,827.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹22.97
13.47%
13.74%
Very High Risk
₹1,627.93Cr
₹46.38
11.48%
10.86%
High Risk
₹1,484.41Cr
₹469.51
13.04%
12.71%
Very High Risk
₹1,827.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹22.97
--
15.79%
Very High Risk
₹1,627.93Cr
₹46.38
11.39%
11.31%
High Risk
₹1,484.41Cr
₹469.51
15.18%
15.07%
Very High Risk
₹1,827.54Cr
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -6.41%
Category Return -4.47%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return -1.31%
Category Return -2.46%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return -3.11%
Category Return -2.98%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -14.52%
Category Return -10.60%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return -5.38%
Category Return -5.41%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return -11.00%
Category Return -8.42%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -14.49%
Category Return -12.58%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return -4.68%
Category Return -6.73%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return -12.56%
Category Return -10.93%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -0.32%
Category Return 3.18%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return 5.51%
Category Return 3.14%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return 1.66%
Category Return 2.52%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return 13.47%
Category Return 13.74%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return 11.48%
Category Return 10.86%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return 13.04%
Category Return 12.71%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return --
Category Return 15.79%
HSBC Balanced Advantage Fund Direct Plan Growth Option HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV ₹46.38
  • Fund Size ₹1,484.41Cr
Fund Return 11.39%
Category Return 11.31%
HSBC Large Cap Fund - Growth Direct HSBC Large Cap Fund - Growth Direct
Very High Risk
  • NAV ₹469.51
  • Fund Size ₹1,827.54Cr
Fund Return 15.18%
Category Return 15.07%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Cheenu Gupta
Apr 1, 2024- Present
  • Schemes managed 12
  • Total AUM ₹ 42,118.18 Cr
  • Highest Return In 1 Yr 8.43 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-6.33%
-4.66%
Very High Risk
₹236.36Cr
--
₹22.97
-6.41%
-4.47%
Very High Risk
₹1,627.93Cr
₹63.69
-1.85%
0.85%
Moderately High risk
₹151.43Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-14.00%
-10.52%
Very High Risk
₹236.36Cr
--
₹22.97
-14.52%
-10.60%
Very High Risk
₹1,627.93Cr
₹63.69
-3.49%
-1.46%
Moderately High risk
₹151.43Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
-10.68%
-12.35%
Very High Risk
₹236.36Cr
--
₹22.97
-14.49%
-12.58%
Very High Risk
₹1,627.93Cr
₹63.69
-2.08%
0.63%
Moderately High risk
₹151.43Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
6.18%
2.38%
Very High Risk
₹236.36Cr
₹22.97
0.32%
3.18%
Very High Risk
₹1,627.93Cr
₹63.69
8.43%
6.27%
Moderately High risk
₹151.43Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
15.60%
14.70%
Very High Risk
₹236.36Cr
--
₹22.97
13.47%
13.74%
Very High Risk
₹1,627.93Cr
₹63.69
8.67%
8.28%
Moderately High risk
₹151.43Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹90.18
17.09%
16.84%
Very High Risk
₹236.36Cr
--
₹22.97
--
15.79%
Very High Risk
₹1,627.93Cr
₹63.69
9.23%
8.52%
Moderately High risk
₹151.43Cr
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -6.33%
Category Return -4.66%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -6.41%
Category Return -4.47%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return -1.85%
Category Return 0.85%
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -14.00%
Category Return -10.52%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -14.52%
Category Return -10.60%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return -3.49%
Category Return -1.46%
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return -10.68%
Category Return -12.35%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -14.49%
Category Return -12.58%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return -2.08%
Category Return 0.63%
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 6.18%
Category Return 2.38%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return -0.32%
Category Return 3.18%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return 8.43%
Category Return 6.27%
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 15.60%
Category Return 14.70%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return 13.47%
Category Return 13.74%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return 8.67%
Category Return 8.28%
HSBC Tax Saver Equity Fund Direct Growth HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV ₹90.18
  • Fund Size ₹236.36Cr
Fund Return 17.09%
Category Return 16.84%
HSBC Focused Fund Direct Growth HSBC Focused Fund Direct Growth
Very High Risk --
  • NAV ₹22.97
  • Fund Size ₹1,627.93Cr
Fund Return --
Category Return 15.79%
HSBC Conservative Hybrid Fund Growth Direct Plan HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV ₹63.69
  • Fund Size ₹151.43Cr
Fund Return 9.23%
Category Return 8.52%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sonal Gupta
Nov 26, 2022- Present
  • Schemes managed 23
  • Total AUM ₹ 70,637.95 Cr
  • Highest Return In 1 Yr 20.46 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
-5.43%
--
Very High Risk
₹958.69Cr
--
₹10.56
-3.22%
--
Very High Risk
₹66.83Cr
--
₹23.69
1.31%
--
Very High Risk
₹8.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
-17.17%
--
Very High Risk
₹958.69Cr
--
₹10.56
0.60%
--
Very High Risk
₹66.83Cr
--
₹23.69
1.96%
--
Very High Risk
₹8.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
-17.09%
--
Very High Risk
₹958.69Cr
--
₹10.56
0.05%
--
Very High Risk
₹66.83Cr
--
₹23.69
3.81%
--
Very High Risk
₹8.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
3.03%
--
Very High Risk
₹958.69Cr
₹10.56
7.44%
--
Very High Risk
₹66.83Cr
₹23.69
15.84%
--
Very High Risk
₹8.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
19.03%
--
Very High Risk
₹958.69Cr
--
₹10.56
4.50%
--
Very High Risk
₹66.83Cr
--
₹23.69
5.98%
--
Very High Risk
₹8.25Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹38.96
18.68%
--
Very High Risk
₹958.69Cr
--
₹10.56
--
--
Very High Risk
₹66.83Cr
--
₹23.69
8.74%
--
Very High Risk
₹8.25Cr
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -5.43%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return -3.22%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 1.31%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -17.17%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return -0.60%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 1.96%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return -17.09%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return -0.05%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 3.81%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 3.03%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return 7.44%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 15.84%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 19.03%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return 4.50%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 5.98%
Category Return --
HSBC Business Cycles Direct Growth HSBC Business Cycles Direct Growth
Very High Risk
  • NAV ₹38.96
  • Fund Size ₹958.69Cr
Fund Return 18.68%
Category Return --
HSBC Global Equity Climate Change Fund of Fund Direct Growth HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹10.56
  • Fund Size ₹66.83Cr
Fund Return --
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk --
  • NAV ₹23.69
  • Fund Size ₹8.25Cr
Fund Return 8.74%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Dec 2024
EQUITY (59.51%)
DEBT (33.94%)
CASH (6.44%)
OTHERS (0.11%)
Allocation by Market Cap

PERFORMANCE 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.
    --

HISTORICAL 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
  • 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
  • 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.
    0.94
    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
  • 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.
    0.57
    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.
    9.23
    This Fund
    VS
    --
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹14.18
1.41%
--
High Risk
₹1,109.66 Cr
₹45.16
0.62%
--
Moderate Risk
₹113.45 Cr
--
₹11.98
0.55%
--
Moderate Risk
₹208.14 Cr
₹44.55
0.52%
--
Moderate Risk
₹110.59 Cr
--
₹14.08
0.15%
--
Moderately High risk
₹137.62 Cr
ICICI Prudential Passive Multi-Asset Fund of Funds Direct Growth ICICI Prudential Passive Multi-Asset Fund of Funds Direct Growth
HIGH RISK --
  • NAV ₹14.18
  • Fund Size ₹1,109.66 Cr
Fund Return 1.41%
Category Return --
ICICI Prudential Debt Management Fund(FOF) Direct Plan Growth ICICI Prudential Debt Management Fund(FOF) Direct Plan Growth
MODERATE RISK
  • NAV ₹45.16
  • Fund Size ₹113.45 Cr
Fund Return 0.62%
Category Return --
Kotak All Weather Debt Fund of Funds Direct Growth Kotak All Weather Debt Fund of Funds Direct Growth
MODERATE RISK --
  • NAV ₹11.98
  • Fund Size ₹208.14 Cr
Fund Return 0.55%
Category Return --
Bandhan All Seasons Bond Fund - Direct Plan - Growth Bandhan All Seasons Bond Fund - Direct Plan - Growth
MODERATE RISK
  • NAV ₹44.55
  • Fund Size ₹110.59 Cr
Fund Return 0.52%
Category Return --
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth Option Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth Option
MODERATE RISK
  • NAV ₹38.19
  • Fund Size ₹10.93 Cr
Fund Return 0.49%
Category Return --
Axis All Seasons Debt Fund of Funds Direct Growth Axis All Seasons Debt Fund of Funds Direct Growth
MODERATELY HIGH RISK --
  • NAV ₹14.08
  • Fund Size ₹137.62 Cr
Fund Return 0.15%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.93
6.37%
--
Very High Risk
₹35.18 Cr
--
₹7.20
4.89%
--
Very High Risk
₹50.05 Cr
--
₹23.69
1.31%
--
Very High Risk
₹8.25 Cr
₹26.91
0.64%
0.51%
Low to Moderate Risk
₹2,456.27 Cr
₹28.99
0.64%
0.48%
Low to Moderate Risk
₹538.02 Cr
₹1,335.91
0.63%
0.52%
Low to Moderate Risk
₹2,625.45 Cr
HSBC Global Emerging Markets Fund Direct Growth HSBC Global Emerging Markets Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹21.93
  • Fund Size ₹35.18 Cr
Fund Return 6.37%
Category Return --
HSBC Brazil Fund Direct Growth HSBC Brazil Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹7.20
  • Fund Size ₹50.05 Cr
Fund Return 4.89%
Category Return --
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹23.69
  • Fund Size ₹8.25 Cr
Fund Return 1.31%
Category Return --
HSBC Money Market Fund Direct Plan Growth Option HSBC Money Market Fund Direct Plan Growth Option
LOW TO MODERATE RISK
  • NAV ₹26.91
  • Fund Size ₹2,456.27 Cr
Fund Return 0.64%
Category Return 0.51%
HSBC Low Duration Fund Direct Plan Growth Option HSBC Low Duration Fund Direct Plan Growth Option
LOW TO MODERATE RISK
  • NAV ₹28.99
  • Fund Size ₹538.02 Cr
Fund Return 0.64%
Category Return 0.48%
HSBC Ultra Short Duration Fund Growth Direct HSBC Ultra Short Duration Fund Growth Direct
LOW TO MODERATE RISK
  • NAV ₹1,335.91
  • Fund Size ₹2,625.45 Cr
Fund Return 0.63%
Category Return 0.52%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

HSBC Asset Management (India) Private Ltd
HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,26,785.64 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
Phone
+91 22 66145000
Email
hsbcmf@hsbc.co.in
AUM
₹ 1,26,785.64 Cr (
As on Jan 2025
)
Address
16, V N Road, ,Mumbai ,400 001

FAQ’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 Feb 25, 2025) is ₹ 33.97
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 -3.19%, 3 months is -6.66%, 6 months is -6.67%, and 1 year is 4.36%.
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 11.57% and 5 years is 13.48%.
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 56.81 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 ₹5000 and the minimum SIP investment in HSBC Managed Solutions India Moderate Growth Direct is ₹1000
What is the asset allocation of HSBC Managed Solutions India Moderate Growth Direct?
The HSBC Managed Solutions India Moderate Growth Direct has an exposure of 59.51% in Equity, 33.94% in Debt and 6.44% in Cash & Money Market Securities
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