HSBC Focused Equity Fund-Reg(G)

14.13 0.00 (0.00%) NAV as on 18-Jun-21
Fund Family:HSBC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.9614.45NANANA41.30
Category Avg9.2317.4456.0512.79NA17.30
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX6.3611.4653.0213.7714.48-
NIFTY7.7313.9755.4113.2413.93-

* 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
2021NANANA4.54
2020NANA25.24NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202026.2312917.92

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)25.9130-Oct-146320.3418.715.42
Principal Focused Multicap Fund(G)97.9617-Nov-0559.9616.9516.2415.74
Quant Focused Fund(G)49.4829-Aug-0869.8415.8915.513.21
SBI Focused Equity Fund-Reg(G)208.0412-Oct-0454.5215.4816.7719.94
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.4270
Semi Standard Deviation [%]0.6755
Beta [%]0.9225
Sharp Ratio [%]0.7136
R-Square [%]0.9612
Expense Ratio [%]2.4200
AVG Ratio [%]0.1418
Other Ratios
Jenson Ratio [%]0.0303
Treynor Ratio [%]0.1640
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0747
SORTINO Ratio [%]0.1937

Return Calculator

MARKET STATS As on 18/06/2021 As on 18/06/2021

15683.35 (-0.05) 52344.45 (0.04)

TOP GAINERS

Company Price Change Gain (%)
IFB Agro Inds651.90108.6520.00
Naga Dhunseri1721.75286.9520.00

TOP LOSERS

Company Price Change Loss (%)
Graphite India603.35-65.10-9.74
Remsons Inds225.10-22.70-9.16

Portfolio Comparison

MUTUAL FUND ACTIVITY