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Returns Of 3 Schemes Of Managed Solution Fund Compared, Check Out Details

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As a mutual fund investor, you have most probably faced a situation when you are confused between two or three schemes of a particular mutual fund. The same goes for this mutual fund From HSBC.
HSBC Managed Solutions Mutual Fund has 3 different schemes. This mutual fund was launched on 30 April 2014. The three schemes offered good returns. In this article, we have compared the returns of these three schemes and also given the details such as NAV, AUM, and risk level including holdings. Read to know more!

 

HSBC Managed Solutions - Growth - Direct Plan-Growth

HSBC Managed Solutions - Growth - Direct Plan-Growth

It is an open-ended Aggressive Hybrid mutual fund scheme. This scheme has Rs 39.86 Crores worth of Assets Under Management. It is a medium-sized fund of its category. The NAV of this scheme dated 11th April 2022 is Rs 27.5804. The fund has an expense ratio of 1.41%, which is higher than its category average. 

It is a highly risky fund for investment and doesn't guarantee returns. Since its's launch, it has delivered 13.61% average annual returns. This scheme has been rated 3 stars by the Value research. The minimum investment amount required in this scheme is Rs 5000, and for SIP, it is Rs 500. 

The fund's equity portion is primarily invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category. The fund's top 5 holdings are in HSBC Equity Direct-Growth, HSBC Midcap Equity Direct-Growth, HSBC Income Short Term Direct-Growth, HSBC Income Investment Direct-Growth, HSBC Flexi Debt Direct-Growth.

 

HSBC Managed Solutions - Moderate - Direct Plan-Growth
 

HSBC Managed Solutions - Moderate - Direct Plan-Growth

It is an open-ended Multi-Asset Allocation mutual fund scheme. This is a medium-sized fund of its category. Under the Moderate Fund Direct-Growth scheme, this has Rs 69.33 Crores worth of assets under management. The NAV of this scheme declared on 11th April 2022 is Rs 25.3035. The fund has an expense ratio of 1.24%, which is higher than its category average expense ratio. 

This scheme has been rated highly risky. Since its launch, it has delivered 12.38% average annual returns. This scheme has also been rated 2 -Star by Value Research. For Investment in this scheme the minimum amount required is Rs 5000, whereas, for SIP, it is Rs 1000. 

 
The fund's equity portion is primarily invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category. The fund's top 5 holdings are in HSBC Equity Direct-Growth, HSBC Income Short Term Direct-Growth, HSBC Midcap Equity Direct-Growth, HSBC Income Investment Direct-Growth, HSBC Flexi Debt Direct-Growth.

HSBC Managed Solutions - Conservative - Direct Plan - Growth

HSBC Managed Solutions - Conservative - Direct Plan - Growth

It is an open-ended Conservative Hybrid mutual fund scheme. Also, it is a fund of funds mutual fund. The fund is a medium-sized fund of its category. The scheme has Rs 40.32 Crores worth of assets under management. The scheme's recent declared NAV on 11th April 2022 is Rs 18.0337. The scheme has an expense ratio of 0.85%, which is higher than its category average but less compared to the other two schemes mentioned above. This is also less risky when compared to the other two schemes. However, it is moderate risky. Since its launch, it has delivered 7.70% average annual returns. The minimum amount required to invest in this scheme is Rs 5000 and for SIP, it is Rs 500. 

 
The fund's equity portion is primarily invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category. The fund's top 5 holdings are in HSBC Income Short Term Direct-Growth, HSBC Flexi Debt Direct-Growth, HSBC Income Investment Direct-Growth, and HSBC Equity Direct-Growth.

Absolute Returns Compared

Absolute Returns Compared

Investment PeriodGrowth SchemeModerate SchemeConservative Scheme
1-Year17.75%15.03%4.60%
2-Year81.83%65.61%16.30%
3-Year52.98%46.89%20.13%
5-Year73.18%66.03%34.79%
Since Inceptio175.80%153.03%80.34%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Read more about: mutual funds mutual fund sip hsbc
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