HSBC Large Cap Equity Fund(G)

226.58 -1.22 (-0.54%) NAV as on 28-Jan-20
Fund Family:HSBC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.868.3618.0110.857.3919.96
Category Avg4.732.99-0.4911.277.399.84
Category Best9.847.636.9716.1116.6620.26
Category Worst1.39-2.17-12.877.176.60-3.41
SENSEX4.378.1414.8913.686.75-
NIFTY3.696.8413.0811.746.22-

* 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
20192.27-0.725.996.96
20184.44-1.26-1.58-4.60
20173.973.636.2614.00
20167.627.97-5.45-1.68
2015-0.68-3.68-0.431.85

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201915.1112241-11.27
2018-3.1776270-22.12
201730.5316426032.06
20168.02612349.39
2015-2.99189226-0.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Bluechip Fund-Reg(G)32.0507-Jan-1021.3117.969.4412.26
Canara Rob Bluechip Equity Fund-Reg(G)27.5423-Aug-1019.9513.988.4511.32
Edelweiss Large Cap Fund(G)38.3521-May-0916.2813.337.8113.39
Mirae Asset Large Cap Fund-Reg(G)54.0809-Apr-0815.4413.210.1715.34
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.5621
Semi Standard Deviation [%]0.4450
Beta [%]0.9671
Sharp Ratio [%]0.3041
R-Square [%]0.9772
Expense Ratio [%]2.4700
AVG Ratio [%]0.0543
Other Ratios
Jenson Ratio [%]0.0136
Treynor Ratio [%]0.0478
Turnover Ratio [%]0.8200
FAMA Ratio [%]0.0291
SORTINO Ratio [%]0.1040

Return Calculator

MARKET STATS As on 29/01/2020 As on 29/01/2020

12129.50 (0.61) 41198.66 (0.57)

TOP GAINERS

Company Price Change Gain (%)
KSS0.150.0550.00
SCAPDVR0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
CLC Industries0.30-0.05-14.29
Nava Bharat Ventures73.85-10.55-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY