HSBC Large & Mid Cap Equity Fund(D)-Direct Plan

10.49 0.08 (0.73%) NAV as on 13-Dec-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.565.28NANANA4.90
Category Avg4.030.87-5.1311.31NA12.84
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX9.703.1914.1415.388.44-
NIFTY9.131.4512.0013.718.01-

* 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
20190.07-0.06NANA

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 (%)
Mirae Asset Emerging Bluechip-Reg(G)56.9612-Jul-1014.1916.3816.1320.25
Invesco India Growth Opp Fund(G)36.1213-Aug-071215.2710.8910.96
Sundaram Large and Mid Cap Fund(G)36.5628-Feb-0711.0914.6211.3810.66
Canara Rob Emerg Equities Fund-Reg(G)96.0715-Mar-058.7613.5312.1616.56
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.2242
Semi Standard Deviation [%]0.4742
Beta [%]0.9427
Sharp Ratio [%]0.0909
R-Square [%]0.9424
Expense Ratio [%]0.8300
AVG Ratio [%]0.0414
Other Ratios
Jenson Ratio [%]-0.0072
Treynor Ratio [%]0.0132
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0018
SORTINO Ratio [%]0.0256

Return Calculator

MARKET STATS As on 16/12/2019 As on 16/12/2019

12094.10 (0.06) 41040.65 (0.08)

TOP GAINERS

Company Price Change Gain (%)
Parrys Sugar Inds.0.900.4080.00
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.10-0.05-33.33
ATN International0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY