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HSBC Managed Solutions - Growth - Growth Direct

Category: Fund of Funds-Domestic
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: Composite Index constituting 80% of BSE 200 Index and 20% of CRISIL Composite Bond Index
Expense Ratio: 2.34% As on (31-10-2018)
Status: Open Ended Schemes(Other Scheme - FoF Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 130.7 Cr As on (30-11-2018)
Turn over: 18%
NAV as on


CAGR Since Inception


PERFORMANCE of HSBC Managed Solutions - Growth - Growth Direct

Scheme Performance (%)

Data as on - 14-12-2018

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 Direct

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.



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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Managed Solutions - Growth - Growth Direct 11.5 0.95 0.75 1.87 - -
Fund of Funds-Domestic

PEER COMPARISION of HSBC Managed Solutions - Growth - Growth Direct

Data as on - 14-12-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of HSBC Managed Solutions - Growth - Growth Direct

Asset Allocation (%)

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