- Mutual Funds
- HSBC Mutual Fund
- HSBC Managed Solutions India Growth Fund (IDCW-I)
HSBC Managed Solutions India Growth Fund (IDCW-I)
₹ 33.7807
NAV (Sep 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 33.7807
NAV (Sep 5)
Fund Returns
Last 1Y | 30.8% |
Last 3Y | 15% |
Last 5Y | 18.9% |
Last 10Y | 13% |
Since Inception | 14.5% |
6 Month CAGR | 14.3% |
Scheme Information
The scheme seeks 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 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.
Expense Ratio | 1.01 |
Launched (0y ago) | 1.01 |
AUM in Crores | 44.9 |
ISIN | INF336L01HZ8 |
Lock-in | |
Benchmark | |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 10.8 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Managed Solutions India Growth Fund (IDCW-I) | 11,82,285 | 4,49,673 | 18.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HSBC Large Cap Fund Direct-Growth
57.9%HSBC Small Cap Fund Direct-Growth
19.4%HSBC Short Duration Fund Direct-Growth
9.7%HSBC Medium to Long Duration Fund Direct-Growth
7.4%HSBC Dynamic Bond Fund Direct-Growth
4.4%Allocation by Sector
Financial
16.698108%Construction
9.104031%Services
8.158788%Energy
6.96514%Technology
5.148615%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.887% | 17.726% | ||
28.104% | 22.663% | ||
5.736% | 5.949% | ||
5.393% | 6.95% | ||
4.045% | 6.55% |
HSBC Managed Solutions India Growth Fund (IDCW-I) Review
HSBC Managed Solutions India Growth Fund (IDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of 14.456% over a period of 10 years. The fund is managed by HSBC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of HSBC Managed Solutions India Growth Fund (IDCW-I) as of 9/5/2024 is ₹33.78 with the total AUM as of 9/7/2024 is ₹44.898705. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Managed Solutions India Growth Fund (IDCW-I) was launched on 2014-04-30. The category risk of the fund is Above Average.
The minimum SIP amount for HSBC Managed Solutions India Growth Fund (IDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Managed Solutions India Growth Fund (IDCW-I)?
How to invest in HSBC Managed Solutions India Growth Fund (IDCW-I)?
You can invest in HSBC Managed Solutions India Growth Fund (IDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Managed Solutions India Growth Fund (IDCW-I)?
The minimum sip amount for HSBC Managed Solutions India Growth Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Managed Solutions India Growth Fund (IDCW-I) good to invest in?
As per Scripbox experts, HSBC Managed Solutions India Growth Fund (IDCW-I) is a fund. You can investHSBC Managed Solutions India Growth Fund (IDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Managed Solutions India Growth Fund (IDCW-I)?
The expense ratio of the HSBC Managed Solutions India Growth Fund (IDCW-I) is 1.01% for regular plan.