SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > HSBC Mutual Fund > HSBC Equity Fund (G)

HSBC Equity Fund (G) SET SMS ALERT

145.490
0.2 (0.14%)
NAV as on Sep-12-2014
NAV as on Sep-12-2014

Fund Family HSBC Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 4 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-12-2014)

Period Returns (%) Rank #
1 mth 6.2 116
3 mth 6.3 137
6 mth 28.6 110
1 year 45.1 104
2 year 21.6 62
3 year 16.7 59
5 year 10.7 50

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.0 18.2 - - -
2013 -6.6 -0.1 -2.0 9.8 2.4
2012 10.9 -0.8 7.3 3.7 23.2
2011 -6.0 -1.5 -11.8 -3.9 -22.9
2010 - 2.1 13.9 -0.5 17.1
2009 -0.7 33.3 12.8 2.7 56.3

View where it stands within its peers

* Returns over 1 year are Annualised

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 6.2 6.3 28.6 45.1 21.6 16.7 10.7
Category avg 7.6 10.4 30.6 46.3 12.7 9.5 5.7
Difference of Fund returns and Category returns -1.4 -4.1 -2.0 -1.2 8.9 7.2 5.0
Best of category 20.6 31.3 67.4 80.9 34.0 25.0 18.6
Worst of category 3.4 4.8 -65.3 -61.5 10.7 8.3 3.6
Benchmark returns # 5.9 6.4 28.7 44.1 23.4 17.7 10.9
Difference of Fund returns and Benchmark returns 0.3 -0.1 -0.1 1.0 -1.8 -1.0 -0.2
HSBC Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Aims to generate long term capital growth from an actively managed portfolio of equity and equity related securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 03, 2002
Benchmark S&P BSE 200
Asset Size (Rs cr) 465.18 (Jun-30-2014)
Minimum Investment Rs.10000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Neelotpal Sahai
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 16, V N Road, Fort, Mumbai, 400001
Tel. No. 022 66145000
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)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 9.2 39.9 63.6 -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 9.1 39.5 62.7 21.6 15.8
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 10.1 31.7 49.9 23.4 18.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 9.9 31.2 48.7 22.4 17.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 10.1 31.7 49.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 99.12
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.88

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.