HSBC Regular Savings Fund(G)-Direct Plan

40.00 -0.11 (-0.26%) NAV as on 06-Dec-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.963.9110.365.996.848.52
Category Avg2.113.313.927.446.848.78
Category Best3.625.778.6310.9311.6111.03
Category Worst-0.870.12-3.295.306.376.07

* 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
20192.201.34NA2.89
2018-0.880.223.31-1.76
20173.200.462.204.27
20163.745.24-0.210.41
2015-0.562.840.132.24
20147.292.326.254.86

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20180.832130-22.12
201710.47143332.06
20169.425389.39
20154.692840-0.6
201422.3164051.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Regular Savings Fund(G)44.9231-Mar-049.828.398.8110.04
Indiabulls Savings Income Fund-Reg(G)13.9902-Dec-157.137.78-8.72
Canara Rob Conservative Hybrid Fund-Reg(G)59.7531-Mar-9610.536.586.578.28
Baroda Conservative Hybrid Fund(G)25.3209-Sep-0410.536.317.056.28
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0516
Semi Standard Deviation [%]0.1230
Beta [%]0.4518
Sharp Ratio [%]0.5710
R-Square [%]0.2770
Expense Ratio [%]0.6300
AVG Ratio [%]0.0624
Other Ratios
Jenson Ratio [%]0.0172
Treynor Ratio [%]0.0800
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0030
SORTINO Ratio [%]0.2018

Return Calculator

MARKET STATS As on 06/12/2019 As on 06/12/2019

11921.50 (-0.81) 40445.15 (-0.82)

TOP GAINERS

Company Price Change Gain (%)
Parrys Sugar Inds.1.050.55110.00
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.10-0.05-33.33
Omaxe144.00-35.95-19.98

Portfolio Comparison

MUTUAL FUND ACTIVITY