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HSBC Dynamic Fund-Dividend Direct

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 1.98% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 47.25 Cr As on (31-07-2017)
Turn over: 90.0
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 200 13.94%

PERFORMANCE of HSBC Dynamic Fund-Dividend Direct

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Shah, Mr. Neelotpal Sahai

Mr. Shah is a Chartered Accountant and PGDM. 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.

Investment Objective

The fund proposes to allocate assets to both equity and debt markets based upon the market view. This allocation shall be steadily monitored and as and when the market movements demand, a switch would be made.

RETURNS CALCULATOR for HSBC Dynamic Fund-Dividend Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Dynamic Fund-Dividend Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Dynamic Fund-Dividend Direct 11.18 0.72 0.5 0.92 - -
Equity Funds Large Cap

PEER COMPARISION of HSBC Dynamic Fund-Dividend Direct

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
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5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of HSBC Dynamic Fund-Dividend Direct

Asset Allocation (%)

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