This Hybrid Aggressive FoF Has Given Up To 100.02% Returns In 2 Years, Check Portfolio

There are several ways to build future wealth, but mutual funds in India offer the broadest choice of investment alternatives and the best return on investment. One of many mutual funds in India is this Mutual fund that we have highlighted here. This fund has given promising returns over the years. Check out the fund's SIP and Lump-sum returns and also portfolio to know more about your investments.

HSBC Managed Solutions India - Growth - Direct Plan-Growth

It was launched on 30 April 2014 by the HSBC Mutual Fund. It is an Hybrid Aggressive FoF. It is an open-ended medium-sized fund of its category. The fund's AUM is 39.56 Crore. Its NAV or Net Asset Value dated 06 April 2022 is Rs 27.7066. The expense ratio of this fund is 1.41%. It is higher than its category average expense ratio. 

It is rated 3-star by Value Research. The fund aims to deliver long-term total return by investing largely in units of equity mutual funds, as well as a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds, and money market instruments, with diversification appropriate to the risk profile of assets.

It is a very risky fund for investment and doesn't guarantee a return. The minimum investment amount required for lump sum payment is Rs 5000 and for SIP it is Rs 500. The fund has no lock-in period. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Investment Period	Absolute Returns	Annualised Returns
1 Year	20.71%	20.71%
2 Year	100.02%	41.30%
3 Year	52.74%	15.15%
5 Year	74.70%	11.80%
Since Inception	178.54%	13.78%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	6.95%	13.17%
2 Year	28.88%	26.54%
3 Year	36.82%	21.46%
5 Year	46.46%	15.25%

Portfolio

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 debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.

The fund's top holdings are 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.

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.