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HSBC Equity Fund - Growth

Category: Equity Funds Large Cap
Launch Date: 10-12-2002
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.39% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 10000.0
Minimum Topup: 0.0
Total Assets: 641 Cr As on (30-09-2017)
Turn over: 86.0
NAV as on 23-02-2018

200.3184

2.72 (1.3559%)

CAGR Since Inception

21.77%

Nifty 50 Index 13.97%

PERFORMANCE of HSBC Equity Fund - Growth

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr. Neelotpal Sahai

Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

Investment Objective

The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.

RETURNS CALCULATOR for HSBC Equity Fund - Growth

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 Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Equity Fund - Growth 14.34 0.62 1.7 1.09 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of HSBC Equity Fund - Growth

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Equity Fund - Growth 10-12-2002 17.36 25.23 8.63 13.98 7.6
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 32.82 30.22 10.72 14.96 9.54
Invesco India Growth Fund - Growth 09-08-2007 24.43 26.83 10.82 18.61 11.12
Edelweiss Equity Opportunities Fund - Regular Plan - Growth Option 14-06-2007 23.82 23.19 9.29 16.94 9.34
Kotak NV 20 ETF - Dividend 26-11-2015 23.18 23.8 0.0 0.0 0.0
Reliance ETF Consumption 03-04-2014 23.15 23.07 13.12 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 23.04 23.66 0.0 0.0 0.0
Sundaram Select Focus-Inst Growth 15-04-2008 22.78 23.21 8.01 13.97 0.0
ICICI Prudential NV20 iWIN ETF 14-06-2016 22.6 0.0 0.0 0.0 0.0
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 22.41 23.45 8.09 14.88 7.74

PORTFOLIO ANALYSIS of HSBC Equity Fund - Growth

Asset Allocation (%)

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