HSBC Regular Savings Fund(MD)-Direct Plan

15.38 0.03 (0.20%) NAV as on 18-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.213.048.133.866.227.08
Category Avg2.113.313.927.446.228.78
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
20192.181.19NA2.88
2018-0.890.223.32-1.76
20173.200.462.204.30
20163.745.24-0.210.41
2015-0.572.830.122.24
20147.732.326.254.74

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20180.822130-22.12
201710.51143332.06
20169.425389.39
20154.662840-0.6
201422.6764051.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Indiabulls Savings Income Fund-Reg(G)13.8002-Dec-157.148.16-8.65
ICICI Pru Regular Savings Fund(G)44.2131-Mar-0410.127.929.6410.02
Baroda Conservative Hybrid Fund(G)25.3209-Sep-0414.476.998.056.34
Canara Rob Conservative Hybrid Fund-Reg(G)59.0831-Mar-9611.946.277.298.28
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0173
Semi Standard Deviation [%]0.1181
Beta [%]0.4371
Sharp Ratio [%]0.5210
R-Square [%]0.2704
Expense Ratio [%]0.6300
AVG Ratio [%]0.0770
Other Ratios
Jenson Ratio [%]0.0078
Treynor Ratio [%]0.0743
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0112
SORTINO Ratio [%]0.1848

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