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

17.94 0.03 (0.16%) NAV as on 30-Sep-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.7524.613.863.577.559.52
Category Avg6.5725.35-3.641.357.555.94
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
202011.868.57NA-17.37
2019-0.03-0.453.334.87
20180.77-1.861.24-3.66
20173.692.846.2810.86
20166.796.41-3.29-0.94
20150.310.860.682.16

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20197.841232NA
2018-3.552629NA
201725.63428NA
20168.861330NA
20154.072130NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Aditya Birla SL Financial Planning FOF Aggressive Plan(G)23.9210-May-116.213.927.89.72
HSBC Managed Solutions India-Moderate(G)17.5630-Apr-143.23.137.179.16
Quantum Equity FoF Fund(G)-Direct Plan35.2122-Jul-090.092.687.5111.89
HSBC Managed Solutions India-Growth(G)18.0130-Apr-141.282.337.189.59
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]22.9776
Semi Standard Deviation [%]5.5419
Beta [%]0.0008
Sharp Ratio [%]0.0229
R-Square [%]0.0264
Expense Ratio [%]1.3300
AVG Ratio [%]2.3456
Other Ratios
Jenson Ratio [%]0.0089
Treynor Ratio [%]14.2240
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0374
SORTINO Ratio [%]0.4213

Return Calculator

MARKET STATS As on 01/10/2020 As on 01/10/2020

11416.95 (1.51) 38697.05 (1.65)

TOP GAINERS

Company Price Change Gain (%)
Archidply Decor22.8520.35814.00
Chemcon Speciality584.80244.8072.00

TOP LOSERS

Company Price Change Loss (%)
Visagar Polytex0.35-0.05-12.50
Viji Finance0.50-0.05-9.09

Portfolio Comparison

MUTUAL FUND ACTIVITY