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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	-0.1	66
3 mth	-1.8	79
6 mth	-0.7	76
1 year	10.6	77
2 year	1.5	67
3 year	4.0	60
5 year	-	53

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-8.7	-	-	-	-
2012	10.3	0.4	6.1	3.3	22.2
2011	-6.7	-1.8	-10.4	-3.7	-22.4
2010	-1.0	1.4	13.0	0.1	15.3
2009	-5.3	25.9	14.5	4.6	44.3
2008	-24.3	-7.6	-6.6	-20.0	-48.4

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-0.1	-1.8	-0.7	10.6	1.5	4.0	--
Category avg	1.0	1.3	3.4	18.2	4.8	6.0	3.5
Difference of Fund returns and Category returns	-1.1	-3.1	-4.1	-7.6	-3.3	-2.0	--
Best of category	7.2	6.4	11.0	30.0	11.0	13.0	14.0
Worst of category	-0.9	-2.7	-6.5	4.4	-2.1	-3.9	-15.5
Benchmark returns #	1.4	1.6	5.0	20.7	4.1	4.8	3.4
Difference of Fund returns and Benchmark returns	-1.5	-3.4	-5.7	-10.1	-2.6	-0.8	--

HSBC Dynamic Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To provide long term capital appreciation by allocating funds in equity and equity related instruments It also has the flexibility to move entirely if required into debt instruments in times that the view on equity markets seems negative.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Aug 30, 2007
Benchmark	S&P BSE 200
Asset Size (Rs cr)	142.84 (Mar-30-2013)
Minimum Investment	Rs.10000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Tushar Pradhan / Sanjay Shah View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office	314, D. N. Road, Fort, Mumbai , 400001
Tel. No.	022 6666 8819
Fax No.	022 4002 9600
Email	hsbcmf@hsbc.co.in
Website	http://www.assetmanagement.hsbc.com/in

Peer Comparison

Large Cap	Crisil Rank	Assets (Rs.cr)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Top 200 Fund (G)	Rank 3	11,958.80	0.9	4.4	19.1	8.0	10.1
ICICI Pru Focused Bluechip Eqty (G)	Rank 2	4,290.51	1.4	5.0	22.1	11.7	13.1
Franklin India Bluechip (G)	Rank 3	4,312.21	0.0	4.1	18.8	8.8	9.1
L&T Equity Fund (G)	Rank 4	2,395.39	1.5	-0.5	17.2	7.5	8.7
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	1.1	2.4	15.8	7.8	7.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	10.47	8.02
Larsen	Engineering	7.56	5.79
HDFC Bank	Banking/Finance	6.82	5.22
Reliance	Oil & Gas	6.70	5.13
ITC	Tobacco	6.58	5.03
Grasim	Conglomerates	5.86	4.49
Infosys	Technology	5.59	4.28
HDFC	Banking/Finance	4.83	3.70
NTPC	Utilities	4.72	3.61
Bajaj Auto	Automotive	4.70	3.60

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector	%	1-Year HighLow
Banking/Finance	28.80	30.42	20.69
Oil & Gas	13.22	13.22	6.79
Pharmaceuticals	9.33	9.33	5.37
Technology	9.31	10.99	4.83
Metals & Mining	8.02	8.08	4.97
Automotive	7.04	9.42	6.42