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HSBC India Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
67.547 0.32 (0.47%)

NAV as on 09 Dec, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Jun 2016) rank unchanged from 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:
 
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Returns (NAV as on 09 Dec, 2016)

Period Returns (%) Rank #
1 mth -4.1 223
3 mth -7.3 201
6 mth 2.1 204
1 year 13.9 79
2 year 3.8 145
3 year 18.9 81
5 year 16.5 40

# Moneycontrol Rank within 269 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.2 - - - -
2015 2.4 -1.4 -6.5 1.0 -2.3
2014 8.9 22.2 5.8 9.2 54.7
2013 -9.5 1.1 -2.3 16.8 7.2
2012 13.2 0.1 6.7 2.7 25.0
2011 -4.8 -0.6 -8.7 -4.9 -19.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 -4.1 -7.3 2.1 13.9 3.8 18.9 16.5
Category avg -1.6 -4.1 5.5 9.4 4.5 12.0 9.1
Difference of Fund returns and Category returns -2.5 -3.2 -3.4 4.5 -0.7 6.9 7.4
Best of category 7.5 16.9 25.3 28.9 25.4 96.6 27.3
Worst of category -8.8 -10.2 -18.5 -19.0 -7.7 -1.7 1.4
Benchmark returns # -2.0 -6.2 3.5 10.5 2.3 12.9 12.8
Difference of Fund returns and Benchmark returns -2.1 -1.1 -1.4 3.4 1.5 6.0 3.7
HSBC India Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 13, 2004
Benchmark S&P BSE 500
Asset Size (Rs cr) 486.18 (Sep-30-2016)
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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.92 -7.7 1.9 -0.3 17.3 17.8
Reliance Equity Oppor - RP (G) Rank 4
9,797.45 -7.7 1.8 -0.5 17.1 17.5
ICICI Pru Value Discovery Fund (G) Rank 1
12,449.59 -5.5 3.9 9.4 25.8 23.5
ICICI Pru Value Discovery - DP (G) Not Ranked
1,594.69 -5.2 4.6 10.8 27.1 --
HDFC Equity Fund (G) Rank 5
12,745.58 -4.0 8.4 13.7 17.6 15.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 44.07 9.19
ICICI Bank Banking/Finance 26.99 5.63
Tata Motors Automotive 26.85 5.60
Yes Bank Banking/Finance 25.45 5.31
Infosys Technology 22.44 4.68
ITC Tobacco 21.88 4.56
IndusInd Bank Banking/Finance 18.00 3.75
Reliance Oil & Gas 17.93 3.74
Eicher Motors Automotive 16.81 3.51
Aurobindo Pharm Pharmaceuticals 16.24 3.39

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 36.43 68.92 30.44
Automotive 10.74 17.42 8.72
Pharmaceuticals 8.03 14.18 7.58
Cement 7.95 7.12 2.41
Manufacturing 7.89 21.60 8.80
Technology 7.86 29.66 14.87

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 95.85
Others 1.92
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.23

View All

Concentration

Holdings (%)
Top 5 30.41
Top 10 49.36
Sector (%)
Top 3 55.20

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