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HSBC Managed Solutions - Growth - Growth

Category: Hybrid Debt Oriented (Fund of Funds)
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Index
Expense Ratio: 2.23% As on (30-09-2017)
Status: Open Ended Schemes(Fund of Funds - Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 148 Cr As on (30-09-2017)
Turn over: 12.0
NAV as on 20-02-2018

17.5355

-0.16 (-0.9404%)

CAGR Since Inception

15.87%

PERFORMANCE of HSBC Managed Solutions - Growth - Growth

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Shah, Mr. Gautam Bhupal, Ranjithgopal K A

Mr. Shah is a Chartered Accountant and PGDM. Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.

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

RETURNS CALCULATOR for HSBC Managed Solutions - Growth - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Managed Solutions - Growth - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Managed Solutions - Growth - Growth 11.5 0.92 0.48 1.87 - -
Hybrid Debt Oriented (Fund of Funds) - - - - - -

PEER COMPARISION of HSBC Managed Solutions - Growth - Growth

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Managed Solutions - Growth - Growth 30-04-2014 15.86 22.52 10.1 0.0 0.0
Principal Asset Allocation Fund of Funds - Aggressive Plan - Regular Sub - Plan - Growth 14-12-2015 14.98 19.89 0.0 0.0 0.0
HSBC Managed Solutions - Moderate - Growth 30-04-2014 13.54 19.39 9.78 0.0 0.0
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 12.86 18.68 9.31 14.52 0.0
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Growth 11-02-2010 12.84 15.65 7.84 11.87 0.0
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme - Regular Plan - Growth Option 17-08-2006 11.86 17.36 9.28 14.33 7.29
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 06-02-2012 11.76 21.38 8.29 10.21 0.0
ICICI Prudential Advisor Series Long Term Saving Plan - Growth 18-12-2003 11.0 17.91 7.9 11.98 9.23
Franklin India Life Stage Fund Of Funds - The 30S Plan (G) 01-12-2003 10.59 15.44 8.47 12.52 10.25
IDFC Asset Allocation Fund Of Fund-Moderate Plan-Dierct Plan-Growth 01-01-2013 10.44 13.1 8.43 11.12 0.0

PORTFOLIO ANALYSIS of HSBC Managed Solutions - Growth - Growth

Asset Allocation (%)

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