HSBC Focused Equity Fund-Reg(G)

11.63 0.12 (1.00%) NAV as on 24-Nov-20
Fund Family:HSBC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.68NANANANA16.31
Category Avg11.4138.1710.104.96NA11.57
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX14.7545.1610.329.7511.55-
NIFTY13.8644.439.577.9110.76-

* 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
No Data Found

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
No Data Found

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)21.2030-Oct-1420.5611.5914.9513.17
Axis Focused 25 Fund-Reg(G)34.6205-Jul-1214.9810.8815.2815.91
Motilal Oswal Focused 25 Fund-Reg(G)26.9813-May-1314.488.7311.4714.07
SBI Focused Equity Fund-Reg(G)166.1812-Oct-0410.148.6212.6619.03
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.9969
Semi Standard Deviation [%]0.6415
Beta [%]0.8432
Sharp Ratio [%]0.9455
R-Square [%]0.9328
Expense Ratio [%]2.4900
AVG Ratio [%]0.1715
Other Ratios
Jenson Ratio [%]0.0394
Treynor Ratio [%]0.2083
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0817
SORTINO Ratio [%]0.2503

Return Calculator

MARKET STATS As on 25/11/2020 As on 25/11/2020

12967.40 (-0.67) 44322.85 (-0.45)

TOP GAINERS

Company Price Change Gain (%)
Cubex Tubings16.952.8019.79
DB Realty10.701.7519.55

TOP LOSERS

Company Price Change Loss (%)
KSK Energy Ventures0.35-0.05-12.50
Gayatri Highways0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY