Name: HSBC Managed Solutions India Moderate Fund Direct Growth
Brand: HSBC Mutual Fund

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HSBC Managed Solutions India Moderate Fund Direct Growth
Other
FoF Overseas/Domestic
High Risk
17.31%
3Y annualised
-0.33% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Oct 2021₹25.60
Min. SIP amount₹500
Rating2star
Fund size₹72.29 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.7%17.3%12.1%13.4%
Category average34.5%11.1%9.5%NA
Rank with in category763NA
Understand termsinfo
Holdings (5)NameSectorInstrumentAssets
HSBC Equity Direct-Growth
FinancialMutual Fund48.5%
HSBC Income Short Term Direct-Growth
FinancialMutual Fund19.3%
HSBC Midcap Equity Direct-Growth
FinancialMutual Fund16.5%
HSBC Income Investment Direct-Growth
FinancialMutual Fund9.5%
HSBC Flexi Debt Direct-Growth
FinancialMutual Fund6.0%
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Other FoF Overseas/Domestic
thumb_up_altPros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.29%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
thumb_down_altCons
Lower AUM: 72Cr.
Funds with lower AUM tend to have higher expense ratio
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
1.29%
31 Aug 2021 - 30 Sep 2021
1.28%
31 Jul 2021 - 31 Aug 2021
1.53%
30 Jun 2021 - 31 Jul 2021
1.53%
31 May 2021 - 30 Jun 2021
1.30%
30 Apr 2021 - 31 May 2021
1.31%
31 Mar 2021 - 30 Apr 2021
0.16%
28 Feb 2021 - 31 Mar 2021
1.31%
31 Jan 2021 - 28 Feb 2021
1.32%
31 Dec 2020 - 31 Jan 2021
1.34%
30 Nov 2020 - 31 Dec 2020
1.34%
31 Oct 2020 - 30 Nov 2020
1.31%
30 Sep 2020 - 31 Oct 2020
0.15%
31 Aug 2020 - 30 Sep 2020
1.33%
31 Jul 2020 - 31 Aug 2020
1.34%
30 Jun 2020 - 31 Jul 2020
1.34%
31 May 2020 - 30 Jun 2020
1.34%
30 Apr 2020 - 31 May 2020
1.36%
31 Mar 2020 - 30 Apr 2020
1.28%
29 Feb 2020 - 31 Mar 2020
1.25%
31 Jan 2020 - 29 Feb 2020
1.26%
31 Dec 2019 - 31 Jan 2020
1.26%
30 Nov 2019 - 31 Dec 2019
1.32%
31 Oct 2019 - 30 Nov 2019
1.32%
30 Sep 2019 - 31 Oct 2019
1.32%
31 Aug 2019 - 30 Sep 2019
1.32%
31 Jul 2019 - 31 Aug 2019
1.36%
30 Jun 2019 - 31 Jul 2019
1.35%
31 May 2019 - 30 Jun 2019
1.34%
30 Apr 2019 - 31 May 2019
1.34%
31 Mar 2019 - 30 Apr 2019
1.82%
28 Feb 2019 - 31 Mar 2019
0.56%
31 Jan 2019 - 28 Feb 2019
1.95%
31 Dec 2018 - 31 Jan 2019
1.95%
30 Nov 2018 - 31 Dec 2018
1.85%
31 Oct 2018 - 30 Nov 2018
2.17%
30 Sep 2018 - 31 Oct 2018
2.03%
31 Aug 2018 - 30 Sep 2018
1.86%
31 Jul 2018 - 31 Aug 2018
1.78%
30 Jun 2018 - 31 Jul 2018
1.95%
31 May 2018 - 30 Jun 2018
1.87%
30 Apr 2018 - 31 May 2018
1.88%
31 Mar 2018 - 30 Apr 2018
1.88%
28 Feb 2018 - 31 Mar 2018
1.75%
31 Jan 2018 - 28 Feb 2018
1.87%
31 Dec 2017 - 31 Jan 2018
1.88%
30 Nov 2017 - 31 Dec 2017
1.87%
31 Oct 2017 - 30 Nov 2017
1.87%
Expense ratio, exit load and taxExpense ratio: 1.29%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementSanjay Shah
Apr 2014 - Present
View details
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Education
Mr. Shah is a Chartered Accountant and PGDM.
Experience
Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
Also manages these schemes
HSBC Short Duration Fund Growth
HSBC Short Duration Fund IDCW Monthly
HSBC Debt Fund Growth
HSBC Debt Fund IDCW Quarterly
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Short Duration Fund IDCW Weekly
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Flexi Debt Fund Regular Growth
HSBC Flexi Debt Fund Growth
HSBC Flexi Debt Fund IDCW Fortnightly
HSBC Flexi Debt Fund IDCW Monthly
HSBC Dynamic Asset Allocation Fund Direct Growth
HSBC Flexi Debt Fund Direct Growth
HSBC Flexi Debt Fund Direct IDCW Half Yearly
HSBC Flexi Debt Fund Direct IDCW Monthly
HSBC Flexi Debt Fund Direct IDCW Quarterly
HSBC Debt Fund Direct Growth
HSBC Short Duration Fund Direct Growth
HSBC Regular Savings Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Global Consumer Opportunities Fund Regular Growth
HSBC Global Consumer Opportunities Fund Direct Growth
HSBC Fixed Term Series 128 Regular Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
Anitha Rangan
Feb 2019 - Present
View details
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Education
She holds PGDBM from S.P. Jain Institute of Management Research, C.A. and M.Com.
Experience
Prior to joining HSBC AMC, she has worked with Crisil Ltd. as Senior Manager , Nomura Structured Financial Services as Vice President - Credit Research , Lehman Brothers Structured Financial Services as Analyst - Credit Research and Ambattur Clothing Ltd. as Executive.
Also manages these schemes
HSBC Global Emerging Markets Fund Growth
HSBC Global Emerging Markets Fund IDCW
HSBC Brazil Fund Growth
HSBC Brazil Fund IDCW
HSBC Brazil Direct Plan Growth
HSBC Brazil Direct Plan IDCW
HSBC Global Emerging Markets Direct Plan Growth
HSBC Global Emerging Markets Direct Plan IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Global Equity Climate Change FoF Regular Growth
HSBC Global Equity Climate Change FoF Direct Growth
HSBC Global Equity Climate Change FoF Direct IDCW
Gautam Bhupal
Oct 2015 - Present
View details
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Education
Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience
Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Also manages these schemes
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Infrastructure Equity Fund IDCW
HSBC Infrastructure Equity Fund Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
HSBC Infrastructure Equity Fund Direct IDCW
HSBC Infrastructure Equity Fund Direct Growth
HSBC Regular Savings Fund Direct Growth
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Focused Equity Fund Regular Growth
HSBC Focused Equity Fund Regular IDCW
HSBC Focused Equity Fund Direct Growth
HSBC Focused Equity Fund Direct IDCW
Ranjithgopal K A
Feb 2017 - Present
View details
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Education
Mr. Ranjithgopal is BA in Economics and PGDBM (MBA).
Experience
Prior to this, he was AVP - Institutional Sales in HSBC Global Asset Management. Has had exposure in both Institutional Sales & Retail Channel Management across Mumbai, Pune, Tamil Nadu & Kerala locations.
Also manages these schemes
HSBC Global Emerging Markets Fund Growth
HSBC Global Emerging Markets Fund IDCW
HSBC Brazil Fund Growth
HSBC Brazil Fund IDCW
HSBC Brazil Direct Plan Growth
HSBC Brazil Direct Plan IDCW
HSBC Global Emerging Markets Direct Plan Growth
HSBC Global Emerging Markets Direct Plan IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Global Consumer Opportunities Fund Regular Growth
HSBC Global Consumer Opportunities Fund Direct Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
Fund house & investment objective
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HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM9,939.92 Cr
Date of Incorporation27 May 2002
HSBC Managed Solutions India Moderate Fund Direct Growth is a Other Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available t
HSBC Managed Solutions India Moderate Fund Direct Growth is a Other Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Sanjay Shah, Gautam Bhupal, Ranjithgopal K A is the Current Fund Manager of HSBC Managed Solutions India Moderate Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,940 Cr and the Latest NAV as of 22 Oct 2021 is ₹25.60.
The HSBC Managed Solutions India Moderate Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year...Read more
Investment Objective
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification c
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
descriptionScheme Information Document(SID)
Fund house contact details
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Address
16, V N Road, Fort, Mumbai 400 001
Phone
022-	66145000
Launch Date
27 May 2002
E-mail
[email protected]
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
JP Morgan Chase Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	37.7%	17.3%	12.1%	13.4%
Category average	34.5%	11.1%	9.5%	NA
Rank with in category	7	6	3	NA

Name	Sector	Instrument	Assets
HSBC Equity Direct-Growth	Financial	Mutual Fund	48.5%
HSBC Income Short Term Direct-Growth	Financial	Mutual Fund	19.3%
HSBC Midcap Equity Direct-Growth	Financial	Mutual Fund	16.5%
HSBC Income Investment Direct-Growth	Financial	Mutual Fund	9.5%
HSBC Flexi Debt Direct-Growth	Financial	Mutual Fund	6.0%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	2
Fund size	₹72.29 Cr