HSBC Low Duration Fund(MD)-Direct Plan

10.00 0.00 (0.03%) NAV as on 20-Jan-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.194.483.762.03NA2.51
Category Avg4.494.715.124.96NA5.91
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
2020-7.129.191.391.31
2019-7.802.221.712.30
20181.421.612.401.88
20171.871.831.371.83
2016NA2.261.23NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20204.172228NA
2019-1.932027NA
20187.512126NA
20177.082426NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Savings Fund(G)414.9027-Sep-028.258.138.098.07
Kotak Low Duration Fund(G)2614.8007-Mar-087.467.747.867.75
Axis Treasury Advantage Fund-Reg(G)2383.2112-Oct-096.977.697.568
Aditya Birla SL Low Duration Fund(G)512.2615-May-987.247.577.57.46
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.3508
Semi Standard Deviation [%]5.5307
Beta [%]0.0000
Sharp Ratio [%]0.0134
R-Square [%]0.0018
Expense Ratio [%]0.2100
AVG Ratio [%]2.3370
Other Ratios
Jenson Ratio [%]0.0075
Treynor Ratio [%]NA
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0268
SORTINO Ratio [%]0.4206

Return Calculator

MARKET STATS As on 21/01/2021 As on 21/01/2021

14648.15 (0.02) 49524.66 (-0.54)

TOP GAINERS

Company Price Change Gain (%)
STL Global10.301.0511.35
Havells India1135.00114.8511.26

TOP LOSERS

Company Price Change Loss (%)
Univastu India33.50-6.45-16.15
Neulands Global Inds0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY