HSBC Focused Equity Fund-Reg(G)

16.07 0.05 (0.33%) NAV as on 25-Jan-22
Fund Family:HSBC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.1210.7226.27NANA36.84
Category Avg-2.978.2827.0619.05NA17.86
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-5.109.2219.6717.1115.86-
NIFTY-4.688.9721.3417.0314.97-

* 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
20217.8613.021.854.54
2020NANA25.24NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202129.81528NA
202026.23129NA

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)30.0830-Oct-1430.3528.1819.1716.42
SBI Focused Equity Fund-Reg(G)236.8212-Oct-0433.822.5118.9920.07
Sundaram Focused Fund(G)108.8517-Nov-0529.8521.7516.7215.86
Nippon India Focused Equity Fund(G)77.7026-Dec-0635.4921.4215.3314.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.7813
Semi Standard Deviation [%]0.6121
Beta [%]0.9760
Sharp Ratio [%]0.3946
R-Square [%]0.9523
Expense Ratio [%]2.4500
AVG Ratio [%]0.0688
Other Ratios
Jenson Ratio [%]0.0271
Treynor Ratio [%]0.0856
Turnover Ratio [%]0.3200
FAMA Ratio [%]0.0473
SORTINO Ratio [%]0.0945

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17277.95 (0.75) 57858.15 (0.64)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin327.0054.5020.00
Sharda Cropchem525.3587.5520.00

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY