HSBC Equity Hybrid Fund-Reg(G)

14.54 -0.02 (-0.16%) NAV as on 18-Jun-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.7811.1339.93NANA15.13
Category Avg8.6114.9747.0511.65NA12.85
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
2021NANANA3.32
202014.407.3117.34-19.43
2019-0.12-0.395.315.10

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.06103516.31
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 (%)
Quant Absolute Fund(G)243.1304-Apr-0185.6123.6417.6717.06
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)17.1207-Apr-1742.7316.06-13.66
Canara Rob Equity Hybrid Fund-Reg(G)224.4730-Mar-9341.5214.7814.5711.58
DSP Equity & Bond Fund-Reg(G)217.7731-May-9945.1214.4714.0914.98
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.6860
Semi Standard Deviation [%]0.0774
Beta [%]-0.3656
Sharp Ratio [%]0.8536
R-Square [%]-0.0586
Expense Ratio [%]2.4600
AVG Ratio [%]0.0082
Other Ratios
Jenson Ratio [%]0.1299
Treynor Ratio [%]-0.3579
Turnover Ratio [%]0.7400
FAMA Ratio [%]0.1411
SORTINO Ratio [%]-0.0350

Return Calculator

MARKET STATS As on 21/06/2021 As on 21/06/2021

15686.90 (0.02) 52378.70 (0.07)

TOP GAINERS

Company Price Change Gain (%)
Birla Cable107.4017.9020.00
J&K Bank39.306.5520.00

TOP LOSERS

Company Price Change Loss (%)
Blue Chip India0.20-0.05-20.00
Castex Technologies0.55-0.05-8.33

Portfolio Comparison

MUTUAL FUND ACTIVITY