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HSBC Infrastructure Equity Fund - Growth

Category: Equity Funds Infrastructure
Launch Date: 23-02-2006
Asset Class: Equity
Benchmark: S&P BSE India Infrastructure Index
Expense Ratio: 2.62% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 10000.0
Minimum Topup: 0.0
Total Assets: 144 Cr As on (30-09-2017)
Turn over: 24.0
NAV as on 19-04-2018

25.0668

0.24 (0.9395%)

CAGR Since Inception

7.85%

S&P BSE India Infrastructure Index 8.96%

PERFORMANCE of HSBC Infrastructure Equity Fund - Growth

Scheme Performance (%)

Data as on - 19-04-2018

Yearly Performance (%)

Fund Managers

Mr. Dhiraj Sachdev

Mr. Sachdev is a B. Com (H), ACA, Grad CWA and holds a Diploma in Foreign Trade Management. Prior to joining HSBC AMC he has worked with Ask Raymond James Securities, HDFC Bank, DSQ Software, Probity Research and Services and Ford Brothers Capital Service.

Investment Objective

The scheme aims to invest in sectors, areas and themes that play an important role in, and / or benefit from, India's progress, reform process and economic development. These could include consumption, infrastructure, outsourcing and global competitiveness.

RETURNS CALCULATOR for HSBC Infrastructure 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 Infrastructure Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Infrastructure Equity Fund - Growth 19.26 0.58 2.11 1.16 - -
Equity Funds Infrastructure - - - - - -

PEER COMPARISION of HSBC Infrastructure Equity Fund - Growth

Period
Data as on - 19-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Infrastructure Equity Fund - Growth 23-02-2006 14.64 25.35 9.92 18.89 5.32
BOI AXA Manufacturing & Infrastructure Fund-Growth 05-03-2010 33.68 30.11 15.69 21.06 0.0
IDFC Infrastructure Fund-Regular Plan-Growth 08-03-2011 21.48 32.21 15.4 18.94 0.0
L&T Infrastructure Fund - Regular Plan - Growth 27-09-2007 21.13 31.06 17.04 24.97 6.54
Taurus Infrastructure Fund - Regular Plan - Growth Option 05-03-2007 21.09 27.55 12.24 18.78 8.43
Escorts Infrastructure Fund - Growth Option 31-08-2007 19.92 20.4 8.59 16.59 -1.22
Invesco India Infrastructure Fund - Growth Option 21-11-2007 17.52 21.33 8.09 21.76 8.91
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth 29-09-2005 16.64 23.39 11.81 19.23 4.52
SBI Infrastructure Fund - Series I - Regular Plan - Growth 06-07-2007 14.74 19.31 9.62 16.46 4.01
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 13.99 17.76 6.06 13.59 4.71

PORTFOLIO ANALYSIS of HSBC Infrastructure Equity Fund - Growth

Asset Allocation (%)

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