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HSBC Managed Solutions India-Growth

Growth
39.692.07% (-0.84)

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HSBC Managed Solutions India-Growth

Growth
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 42 Cr
Very High RiskPrinciple investment will be at very high risk
39.692.07% (-0.84)

Price Chart

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Returns
0.00%
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1M
6M
1Y
3Y
5Y
Max
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OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 42 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.99—0.91
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.52—-0.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE 200 - TRI

About FoFs (Domestic) - Equity Oriented

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Managed Solutions India-Growth11.71%11.08%13.73%
ICICI Pru Bharat 22 FOF11.01%28.87%18.34%
Mirae Asset Equity Allocator FoF8.95%11.43%21.32%
Nippon India Nifty Next 50 Junior BeES FoF15.95%13.73%15.79%

Price Comparison

Compare HSBC Managed Solutions India-Growth with any MF, ETF, stock or index
Compare HSBC Managed Solutions India-Growth with any MF, ETF, stock or index
HSBC Managed Solutions India-Growth
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Dec 2024

ACTUAL
Cash & EquivalentsMutual Funds1.94%98.06%

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers2.51 %97.49 %

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 2497.44%99.37%98.76%98.24%97.26%97.49%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • HSBC Large Cap Fund- Direct Growth
    3M change : -1.10 %

    Holdings

    57.18 %

    -1.10 %
  • HSBC Small Cap Fund - Direct Growth
    3M change : -0.62 %

    Holdings

    19.13 %

    -0.62 %
  • HSBC Short Duration Fund - Direct Growth
    3M change : 2.18 %

    Holdings

    9.55 %

    2.18 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,27,989.64 Cr.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹37,039.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Cheenu Gupta

AUM:  ₹44,747.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

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