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HSBC India Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
62.961 0.47 (0.76%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.3 109
3 mth 3.7 84
6 mth 17.0 76
1 year 54.2 49
2 year 28.0 30
3 year - -
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.1 22.4 6.0 - -
2013 -9.6 1.3 -2.2 17.0 7.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.3 3.7 17.0 54.2 28.0 -- --
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns -0.6 0.1 2.2 13.8 9.9 -- --
Best of category 7.5 10.9 33.4 78.3 45.9 42.8 23.0
Worst of category -4.5 -11.7 -7.0 6.8 8.1 9.8 -7.5
Benchmark returns # -2.0 2.4 11.4 37.3 19.3 21.9 10.1
Difference of Fund returns and Benchmark returns 0.7 1.3 5.6 16.9 8.7 -- --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

Seeks long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 1.68 (Sep-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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
14,114.11 1.9 12.9 53.9 29.2 15.8
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.6 21.9 57.4 34.8 20.6
Franklin High Growth Cos (G) Rank 1
799.94 10.1 32.5 76.6 41.1 19.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 6.8 22.4 58.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 2.1 13.4 55.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 27.19 6.75
ICICI Bank Banking/Finance 27.19 6.75
Axis Bank Banking/Finance 22.14 5.49
Axis Bank Banking/Finance 22.14 5.49
HDFC Bank Banking/Finance 16.75 4.16
HDFC Bank Banking/Finance 16.75 4.16
HCL Tech Technology 16.62 4.13
HCL Tech Technology 16.62 4.13
Yes Bank Banking/Finance 14.91 3.70
Yes Bank Banking/Finance 14.91 3.70

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 56.52 28.93 22.22
Technology 24.08 19.94 10.93
Pharmaceuticals 14.38 8.43 2.29
Automotive 13.10 10.24 6.55
Engineering 10.10 8.52 3.00
Manufacturing 8.82 7.77 4.41

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 90.51
Others 6.77
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.72

View All

Concentration

Holdings (%)
Top 5 28.64
Top 10 48.46
Sector (%)
Top 3 94.98

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