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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 7.1 | - |
| 3 mth | 2.4 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.6 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 7.1 | 2.4 | -- | -- | -- | -- | -- |
| Category avg | 6.1 | 3.6 | 8.1 | 22.6 | 5.8 | 5.5 | 3.4 |
| Difference of Fund returns and Category returns | 1.0 | -1.2 | -- | -- | -- | -- | -- |
| Best of category | 8.1 | 7.8 | 16.0 | 34.1 | 11.8 | 11.9 | 14.7 |
| Worst of category | 4.3 | -0.2 | -2.3 | 7.5 | -1.8 | -3.7 | -16.4 |
| Benchmark returns # | 8.2 | 3.5 | 8.3 | 23.7 | 4.3 | 4.3 | 2.4 |
| Difference of Fund returns and Benchmark returns | -1.1 | -1.1 | -- | -- | -- | -- | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 500 |
| Asset Size (Rs cr) | 0.05 (Mar-30-2013) |
| Minimum Investment | Rs.10000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Tushar Pradhan View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| 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. |
| Regd. Office | 314, D. N. Road, Fort, Mumbai , 400001 |
|---|---|
| Tel. No. | 022 6666 8819 |
| Fax No. | 022 4002 9600 |
| hsbcmf@hsbc.co.in | |
| Website | http://www.assetmanagement.hsbc.com/in |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 3.9 | 10.6 | 26.1 | 8.0 | 10.3 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 3.9 | 9.0 | 25.9 | 10.9 | 13.7 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 2.6 | 8.9 | 23.1 | 8.2 | 8.9 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 3.4 | 6.5 | 20.7 | 6.8 | 8.3 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 4.0 | 8.2 | 21.0 | 7.5 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 13.69 | 6.46 |
| ITC | Tobacco | 8.93 | 4.21 |
| HDFC Bank | Banking/Finance | 8.53 | 4.02 |
| Infosys | Technology | 8.09 | 3.82 |
| Reliance | Oil & Gas | 7.13 | 3.36 |
| Larsen | Engineering | 6.84 | 3.23 |
| HDFC | Banking/Finance | 6.75 | 3.18 |
| LIC Housing Fin | Banking/Finance | 6.62 | 3.12 |
| United Phos | Chemicals | 6.35 | 3.00 |
| Bosch | Automotive | 6.23 | 2.94 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 27.18 | 28.95 | 27.00 |
| Technology | 12.87 | 14.55 | 11.66 |
| Automotive | 11.29 | 12.06 | 11.29 |
| Oil & Gas | 8.62 | 8.66 | 8.33 |
| Engineering | 7.94 | 7.94 | 7.21 |
| Pharmaceuticals | 4.45 | 4.45 | 3.80 |
| Equity | 94.18 |
| Others | 2.46 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.35 |
| Holdings | (%) |
|---|---|
| Top 5 | 21.87 |
| Top 10 | 37.34 |
| Sector | (%) |
|---|---|
| Top 3 | 51.34 |
Mkt fundamentals not better than before; bet on OMCs: HSBC
May 17, 2013 at 10:25 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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