HSBC Focused Equity Fund 728x90

Mutual Fund Category Monitor

Category
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Equity: Sectoral-Pharma and Healthcare -0.82 1.87 27.45 22.58 23.79 34.41 8.67 3.27 12.58 16.69
Debt: Gilt Fund with 10 year constant duration 0.37 0.75 5.8 8.62 9.12 14.29 10.59 10.65 9.75 9.1
Debt: Long Duration 0.68 1.3 5.11 8.62 8.89 12.76 8.61 9.48 8.71 11.58
Debt: Gilt 0.48 0.8 5.07 7.81 8.19 12.19 8.13 9.3 8.94 8.28
Debt: Corporate Bond 0.43 1.87 4.31 6.41 6.62 11.65 7.63 8.03 8.07 8.3
Debt: Banking and PSU 0.35 1.61 4.06 6.07 6.3 11.4 8.49 8.49 8.12 8.18
Debt: Medium to Long Duration 0.49 1.55 4.6 6.4 6.68 10.42 6.36 7.54 7.78 8.29
Equity: Thematic-International 0.64 1.27 22.99 -2.26 -1.21 9.52 10.0 7.13 9.33 9.06
Debt: Floater 0.36 1.55 3.35 5.07 5.21 9.35 7.81 7.93 8.3 8.06
Debt: Dynamic Bond 0.47 1.21 3.58 5.58 5.84 9.25 6.32 7.57 8.22 7.82
Fund of Funds-Overseas 1.72 2.33 25.55 -1.89 -0.95 8.84 7.72 5.64 6.47 6.62
Debt: Short Duration 0.35 1.46 2.91 4.52 4.71 8.41 5.83 6.94 7.77 7.39
Fund of Funds-Domestic 0.44 3.16 11.15 0.78 1.45 7.73 6.76 6.92 7.4 7.64
Debt: Money Market 0.12 0.56 2.02 3.51 3.58 7.23 7.17 7.32 8.07 7.14
Debt: Ultra Short Duration 0.13 0.61 1.81 3.1 3.18 6.96 6.56 7.08 8.02 6.9
Debt: Medium Duration 0.74 1.97 2.55 2.14 2.41 5.79 4.89 6.6 7.72 7.17
Debt: Liquid 0.07 0.3 1.02 2.36 2.43 5.21 6.34 6.65 7.54 6.93
Hybrid: Arbitrage -0.06 0.23 0.81 2.17 2.41 5.04 5.61 5.93 7.16 5.78
Debt: Overnight 0.06 0.23 0.74 1.79 1.85 4.33 5.28 5.87 7.01 4.42
Debt: Low Duration 0.16 0.9 1.06 0.76 0.87 3.89 4.05 5.4 6.69 6.43
Hybrid: Conservative 0.65 2.16 7.29 -0.11 0.14 3.24 3.76 5.8 7.52 8.03
Equity: Sectoral-Technology 2.0 6.46 29.69 -1.24 0.39 2.14 14.66 9.13 12.42 11.91
Hybrid: Dynamic Asset Allocation 1.08 3.43 17.53 -3.15 -2.28 0.76 3.56 5.31 8.71 6.59
Equity: Thematic-MNC 0.73 4.14 21.5 -4.69 -4.4 0.47 3.16 4.65 13.29 11.61
Hybrid: Equity Savings 0.71 2.55 11.88 -3.3 -2.94 -1.18 2.84 4.78 6.65 5.1
Debt: Credit Risk 0.4 1.46 -2.09 -3.82 -3.64 -1.4 1.2 4.13 7.04 5.4
Retirement Fund 0.88 3.26 14.73 -3.4 -3.01 -1.51 2.75 6.3 8.07 5.12
Hybrid: Multi Asset Allocation 1.08 4.55 16.64 -7.13 -6.41 -2.59 2.63 4.86 7.91 8.56
Equity: Thematic-Consumption 1.3 3.97 23.78 -7.67 -7.69 -3.24 2.05 7.01 9.68 8.83
ETFs 1.15 4.73 24.06 -8.35 -7.73 -3.79 5.03 8.01 8.55 2.11
Childrens Fund 1.26 4.48 21.88 -7.39 -6.98 -4.03 2.49 5.38 8.56 8.32
Hybrid: Aggressive 1.22 4.19 20.4 -8.85 -8.45 -6.11 1.49 4.59 8.39 8.52
Equity: Dividend Yield 1.03 6.26 26.13 -8.73 -7.76 -6.52 -0.75 4.13 7.92 9.85
Equity: Thematic-Energy 0.11 5.78 30.09 -9.98 -8.9 -6.69 -0.96 7.54 7.06 8.84
Equity: Mid Cap 0.46 5.52 26.29 -8.62 -7.89 -6.76 -1.03 4.25 11.21 10.64
Equity: Thematic-Others 0.94 4.65 27.64 -9.43 -8.77 -7.27 -0.18 3.45 9.1 3.76
Equity: Focused 1.53 5.27 27.46 -10.98 -10.47 -7.54 2.14 5.63 8.98 7.03
Equity: Multi Cap 1.38 4.91 26.44 -11.74 -11.32 -8.92 1.09 4.61 9.16 9.77
Equity: Large and Mid Cap 1.21 5.29 26.96 -11.69 -11.25 -9.07 0.16 5.0 9.04 9.39
Equity: Large Cap 1.71 4.74 26.51 -12.13 -11.73 -9.28 2.04 4.5 8.49 10.92
Equity: Contra 1.58 7.08 30.55 -10.36 -9.26 -9.36 1.85 5.14 8.4 11.83
Index Fund 1.62 5.47 29.98 -12.74 -12.25 -9.7 3.02 4.84 7.54 4.8
Equity: ELSS 1.28 5.37 27.02 -11.96 -11.44 -9.94 0.42 4.59 9.26 9.9
Equity: Thematic-PSU 0.74 8.17 20.47 -11.12 -17.82 -10.36 -4.4 1.67 5.44 -3.11
Equity: Small Cap 0.41 6.96 26.33 -11.19 -9.69 -11.78 -5.73 3.2 9.54 5.5
Equity: Value 1.3 5.82 29.65 -13.54 -12.7 -14.04 -2.89 3.51 8.81 8.52
Equity: Sectoral-Infrastructure 0.84 6.86 28.14 -15.81 -14.44 -19.64 -5.42 0.51 3.37 5.74
Equity: Sectoral-Banking and Financial Services 1.82 5.52 25.94 -28.11 -28.02 -24.55 -2.86 3.6 9.03 6.51

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