HSBC Managed Solutions Moderate Fund – Dir Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.76 %
Expense Ratio
Rating
61
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11% | 16.9% | 10.4% | 11.8% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HSBC Large Cap Equity Fund - Direct (G)
HSBC Short Duration Fund-Direct (G)
HSBC Small Cap Fund - Direct (G)
HSBC Debt Fund - Direct (G)
HDFC Dynamic Debt Fund - Direct (G)
Others
Advance Ratio
0.34
Alpha
3.05
SD
0.63
Beta
0.46
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To provide long term total return aimed at capital appreciation and providing income through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt mutual funds, equity mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.
Fund Managers
Gautam Bhupal - Fund Manager
Mr Bhupal has a PGDBM, a CA, CS, and a B.Com (Hons). Before joining HSBC Mutual Fund, he formerly worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, and UTI Securities Ltd.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Domestic .
-
- 53
-
8.5%Fund Size - 53
-
9%Fund Size - 53
-
8.8%Fund Size - 53
-
- Other .
- FoFs Domestic .
-
- 145
-
7.4%Fund Size - 145
-
5.7%Fund Size - 145
-
7.1%Fund Size - 145
-
- Other .
- FoFs Domestic .
-
- 9
-
6.5%Fund Size - 9
-
5.3%Fund Size - 9
-
6.9%Fund Size - 9
-
- Other .
- FoFs Domestic .
-
- 119
-
14.7%Fund Size - 119
-
22.9%Fund Size - 119
-
11.7%Fund Size - 119
-
- Other .
- FoFs Domestic .
-
- 1,182
-
12.6%Fund Size - 1,182
-
22.5%Fund Size - 1,182
-
10.5%Fund Size - 1,182
AMC Contact Details
HSBC Mutual Fund
AUM:
88,055 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 7,919
-
17.9%Fund Size - 7,919
-
24%Fund Size - 7,919
-
12.4%Fund Size - 7,919
-
- Equity .
- Large & Mid Cap .
-
- 2,301
-
13.8%Fund Size - 2,301
-
24.3%Fund Size - 2,301
-
-Fund Size - 2,301
-
- Equity .
- Value .
-
- 9,077
-
23.5%Fund Size - 9,077
-
28.4%Fund Size - 9,077
-
14.8%Fund Size - 9,077
-
- Equity .
- Small Cap .
-
- 300
-
31.4%Fund Size - 300
-
39%Fund Size - 300
-
15.6%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 10,766
-
28%Fund Size - 10,766
-
42.7%Fund Size - 10,766
-
18%Fund Size - 10,766
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in HSBC Managed Solutions Moderate Fund – Dir Growth ?
You can invest in HSBC Managed Solutions Moderate Fund – Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Managed Solutions Moderate Fund – Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Managed Solutions Moderate Fund – Dir Growth ?
The NAV of HSBC Managed Solutions Moderate Fund – Dir Growth is ₹28.2 as of 18 August 2023.
How to redeem HSBC Managed Solutions Moderate Fund – Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Managed Solutions Moderate Fund – Dir Growth?
The minimum SIP amount of HSBC Managed Solutions Moderate Fund – Dir Growth is ₹500
How can I redeem my investments in HSBC Managed Solutions Moderate Fund – Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Managed Solutions Moderate Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Managed Solutions Moderate Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have HSBC Managed Solutions Moderate Fund – Dir Growth generated ?
The HSBC Managed Solutions Moderate Fund – Dir Growth has delivered 11.8% since inception
What is the expense ratio of HSBC Managed Solutions Moderate Fund – Dir Growth ?
The expense ratio of HSBC Managed Solutions Moderate Fund – Dir Growth is 0.76 % as of 18 August 2023.
What is the AUM of HSBC Managed Solutions Moderate Fund – Dir Growth?
The AUM of HSBC Managed Solutions Moderate Fund – Dir Growth is ₹88,055 Cr as of 18 August 2023
What are the top stock holdings of HSBC Managed Solutions Moderate Fund – Dir Growth?
The top stock holdings of HSBC Managed Solutions Moderate Fund – Dir Growth are
- HSBC Large Cap Equity Fund - Direct (G) - 48.93%
- HSBC Short Duration Fund-Direct (G) - 17.18%
- HSBC Small Cap Fund - Direct (G) - 16.37%
- HSBC Debt Fund - Direct (G) - 8.9%
- HDFC Dynamic Debt Fund - Direct (G) - 8.44%
Can I make investments in both the SIP and Lump Sum schemes of HSBC Managed Solutions Moderate Fund – Dir Growth?
Yes, You can select both SIP or Lumpsum investment of HSBC Managed Solutions Moderate Fund – Dir Growth based on your investment objective and risk tolerance.