HSBC Managed Solutions India-Growth(G)-Direct Plan

19.16 -0.11 (-0.57%) NAV as on 27-Jan-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return5.458.1312.818.727.8111.98
Category Avg4.091.58-1.849.767.819.13
Category Best8.662.651.5211.1112.9214.34
Category Worst2.26-0.42-4.588.259.69-5.21

* 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
20190.40-1.173.555.51
20180.99-2.620.74-4.76
20174.083.177.7613.25
20167.917.06-4.44-1.88
20150.26-0.460.762.10

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20198.391032-11.27
2018-5.652929-22.12
201731.0422832.06
20168.3218309.39
20152.672630-0.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quantum Equity FoF Fund(G)-Direct Plan37.7622-Jul-0913.6110.278.2413.45
Aditya Birla SL Financial Planning FOF Aggressive Plan(G)24.0410-May-1111.438.617.6210.57
ICICI Pru Passive Strategy Fund(FOF)(G)69.3322-Dec-039.998.547.612.76
HSBC Managed Solutions India-Growth(G)18.8630-Apr-1412.378.417.511.67
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.2264
Semi Standard Deviation [%]0.0937
Beta [%]0.2718
Sharp Ratio [%]0.2900
R-Square [%]0.0616
Expense Ratio [%]1.5100
AVG Ratio [%]0.0302
Other Ratios
Jenson Ratio [%]0.0316
Treynor Ratio [%]0.1259
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0125
SORTINO Ratio [%]0.0966

Return Calculator

MARKET STATS As on 28/01/2020 As on 28/01/2020

12055.80 (-0.52) 40966.86 (-0.46)

TOP GAINERS

Company Price Change Gain (%)
SCAPDVR0.200.0533.33
CLC Industries0.350.0516.67

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
FCS Software Soltns.0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY