Category: Fund of Funds-Domestic-Hybrid |
Launch Date: 30-04-2014 |
Asset Class: Mixed Asset |
Benchmark: S&P BSE India Bond Index |
Expense Ratio: 1.01% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 42.02 Cr As on (30-04-2024) |
Turn over: |
Gautam Bhupal, Cheenu Gupta
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
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HSBC Managed Solutions - Growth - Dividend | 33.11 | 20.03 | 19.92 | 16.08 | 16.28 |
S&P BSE India Bond Index | 7.32 | 5.83 | 7.65 | 8.51 | 8.72 |
Fund of Funds-Domestic-Hybrid | 22.49 | 13.94 | 12.97 | 12.22 | 12.73 |
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HSBC Managed Solutions - Growth - Dividend | 11.5 | 0.92 | 0.48 | 1.87 | - | - |
Fund of Funds-Domestic-Hybrid | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
HSBC Managed Solutions Gr IDCW | 30-04-2014 | 33.11 | 25.14 | 20.03 | 19.92 | 16.08 |
HSBC Managed Solutions Gr Gr | 30-04-2014 | 34.47 | 26.91 | 21.72 | 22.23 | 21.32 |
Mirae Asset Equity allocator FOF Reg Gr | 15-09-2020 | 31.47 | 23.69 | 18.19 | 0.0 | 0.0 |
Nippon India Asset Allocator FoF Reg Gr | 07-02-2021 | 31.09 | 24.09 | 19.02 | 0.0 | 0.0 |
Kotak Multi Asset Allocator FOF Dynamic Gr | 01-08-2004 | 29.32 | 24.73 | 20.23 | 20.21 | 16.18 |
ABSL Fin Planning Aggr Reg Gr | 09-05-2011 | 28.3 | 20.19 | 15.67 | 15.84 | 13.86 |
ABSL Asset Allocator FOFsch Reg Gr | 17-08-2006 | 27.48 | 18.02 | 13.75 | 15.21 | 13.67 |
HSBC Managed Solutions Mod Gr | 30-04-2014 | 27.14 | 20.95 | 16.52 | 16.94 | 14.1 |
Franklin India Dynamic Asset Allocation FOFs Gr | 31-10-2003 | 25.63 | 18.04 | 18.06 | 12.16 | 11.37 |
Motilal Oswal Asset Allocation FOF- A Reg Gr | 10-03-2021 | 25.49 | 18.03 | 13.48 | 0.0 | 0.0 |
Portfolio as on