HSBC Equity Hybrid Fund-Reg(G)

11.22 -0.02 (-0.18%) NAV as on 07-Aug-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return15.08-3.857.50NANA6.65
Category Avg15.95-5.475.061.89NA9.15
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202014.40NANA-19.43
2019-0.12-0.395.315.10

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201910.1214359.13
20183.77135-0.54

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
BNP Paribas Equity Hybrid Fund-Reg(G)12.9207-Apr-1710.536.96-7.99
Quant Absolute Fund(G)151.7604-Apr-0115.346.68.4415.05
Canara Rob Equity Hybrid Fund-Reg(G)171.2330-Mar-9311.756.337.6110.87
Mirae Asset Hybrid Equity Fund-Reg(G)15.1929-Jul-156.334.948.448.67
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]25.6790
Semi Standard Deviation [%]5.5420
Beta [%]0.0005
Sharp Ratio [%]0.0820
R-Square [%]0.0164
Expense Ratio [%]2.4700
AVG Ratio [%]2.3457
Other Ratios
Jenson Ratio [%]0.0253
Treynor Ratio [%]50.7781
Turnover Ratio [%]1.1500
FAMA Ratio [%]-0.0265
SORTINO Ratio [%]0.4213

Return Calculator

MARKET STATS As on 07/08/2020 As on 07/08/2020

11214.05 (0.12) 38040.57 (0.04)

TOP GAINERS

Company Price Change Gain (%)
Crest Ventures80.1513.3519.99
Electrotherm India119.2519.8519.97

TOP LOSERS

Company Price Change Loss (%)
KSS0.25-0.05-16.67
Diligent Media Corpn0.30-0.05-14.29

Portfolio Comparison

MUTUAL FUND ACTIVITY