HSBC Low Duration Fund(MD)-Direct Plan

9.68 0.00 (0.03%) NAV as on 18-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.85-11.80-2.862.18NA2.10
Category Avg6.998.027.717.41NA7.88
Category Best8.899.619.239.159.469.58
Category Worst1.894.115.206.215.644.02

* 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
2019-7.802.22NA2.30
20181.421.612.401.88
20171.871.831.371.83
2016NA2.261.23NA
2014NA0.06NANA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20187.512126-22.12
20177.08242632.06
20140.36112451.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Savings Fund(G)376.1027-Sep-029.117.718.268.07
DSP Low Duration Fund-Reg(G)14.2710-Mar-159.367.56-8.02
Kotak Low Duration Fund(G)2386.8107-Mar-088.657.568.387.77
IDFC Low Duration Fund-Reg(G)27.7317-Jan-068.937.568.17.7
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.4423
Semi Standard Deviation [%]0.1183
Beta [%]0.0487
Sharp Ratio [%]-0.1565
R-Square [%]0.0158
Expense Ratio [%]0.2200
AVG Ratio [%]0.0772
Other Ratios
Jenson Ratio [%]-0.0279
Treynor Ratio [%]-0.5165
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.1987
SORTINO Ratio [%]-0.0360

Return Calculator

MARKET STATS As on 18/10/2019 As on 18/10/2019

11661.85 (0.65) 39298.38 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
BHEL54.359.7521.86

TOP LOSERS

Company Price Change Loss (%)
Shemaroo Entertain.188.35-40.15-17.57
SCAPDVR0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY