HSBC Managed Solutions India Fund Direct Growth
Hybrid
Direct
Fund Of Funds
NAV as on 11-03-2025
₹ 37.36
1D
Inception Returns
12.9%
/yr
About HSBC Managed Solutions India Fund Direct Growth
HSBC Managed Solutions India Fund Direct Growth is a hybrid fund. This fund was started on 30 April, 2014. The fund is managed by Sonal Gupta, Cheenu Gupta. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Managed Solutions India Fund Direct Growth has ₹40 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 1.
Returns
HSBC Managed Solutions India Fund Direct Growth has given a CAGR return of 12.88% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.56%, 12.51% and 16.65% respectively.
Holdings
HSBC Managed Solutions India Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Industrial, Consumer Cyclical, Tech, Health, Basic Materials, Consumer Defensive, Energy, Real Estate, Communication, Utilities.
Taxation
As it is a fund of funds mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HSBC Managed Solutions India Fund Direct Growth
The objective of the Plan is to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing in a basket of debt, equity, gold exchange traded funds (ETFs) and other ETFs, units of offshore mutual funds and money market instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Managed Solutions India Fund Direct Growth has no lock in period.
Historical NAV & Returns
HSBC Managed Solutions India Fund Direct Growth Overview
| Expense ratio | 1.01% |
Benchmark | BSE 200 TR INR |
| AUM | ₹40 Cr |
| Inception Date | 30 April, 2014 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 8.06% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (11-Mar-25)
Fund Distribution
as on (31-Dec-69)
- AUM of the fund stands at 42.2 Cr as of Jan'25
- AUM has remained same between Jan'25 and Dec'24
Top 3 Sectors in January were Government, Financial Services & Corporate
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HSBC Large Cap Dir Gr | 58.36% | -0.8% | |
HSBC Small Cap Fund Dir Gr | 18.76% | -4.1% | |
HSBC Short Duration Dir Gr | 9.7% | 0% | |
HSBC Medium to Long Duration Dir Gr | 6.69% | -4.7% | |
HSBC Dynamic Bond Dir Gr | 5.18% | 0% |
Mutual Fund Insights
HSBC Managed Solutions India Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹40 Cr
Expense Ratio 1.01%
Frequently Asked Questions for HSBC Managed Solutions India Fund Direct Growth
HSBC Managed Solutions India Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -5.4% | -5.4% |
6 Month Returns | -11.28% | -11.28% |
1 Year Returns | 1.56% | 1.56% |
3 Years Returns | 42.43% | 12.51% |
5 Years Returns | 115.97% | 16.65% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 100 |