SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Thematic - Infrastructure > HSBC Mutual Fund > HSBC Progressive Themes Fund (G)

HSBC Progressive Themes Fund (G)

PLAN: Regular OPTIONS: Growth
17.558 0.52 (2.88%)

NAV as on 27 Apr, 2015

CRISIL MF RANK

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 : Thematic - Infrastructure
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close HSBC Advantage India Fund renamed as HSBC Progressive Themes Fund , with effect from June 16, 2009.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 27 Apr, 2015)

Period Returns (%) Rank #
1 mth -6.5 55
3 mth -9.9 55
6 mth 6.6 31
1 year 51.5 9
2 year 28.4 16
3 year 16.8 10
5 year 6.1 11

# Moneycontrol Rank within 57 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.9 - - - -
2014 9.3 41.9 2.4 16.1 -
2013 -18.0 -13.6 -12.8 23.1 -20.3
2012 36.9 -7.0 6.1 6.7 48.3
2011 -17.0 -3.5 -14.3 -14.6 -41.1
2010 -2.4 1.8 13.2 -8.8 4.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -6.5 -9.9 6.6 51.5 28.4 16.8 6.1
Category avg -3.4 -5.7 5.7 36.2 24.2 14.2 3.8
Difference of Fund returns and Category returns -3.1 -4.2 0.9 15.3 4.2 2.6 2.3
Best of category 3.5 0.1 16.7 75.8 48.5 35.7 19.5
Worst of category -6.5 -9.9 -4.2 12.6 14.8 8.2 -4.4
Benchmark returns # -1.7 -7.0 4.6 25.5 19.9 17.4 8.8
Difference of Fund returns and Benchmark returns -4.8 -2.9 2.0 26.0 8.5 -0.6 -2.7
HSBC Progressive Themes Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities by investing primarily in sectors, areas and themes that play an important role in and/or benefit from India’s progress reform process and economic development.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 27, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 153.72 (Mar-31-2015)
Minimum Investment Rs.10000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Dhiraj Sachdev
View performance of schemes managed by the Fund Manager
Notes HSBC Advantage India Fund renamed as HSBC Progressive Themes Fund , with effect from June 16, 2009.

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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 5
5,688.12 -9.0 0.1 27.3 9.6 -2.1
ICICI Pru Infrastructure (G) Rank 3
3,033.46 -7.6 5.2 35.9 17.9 6.8
UTI Infrastructure Fund (G) Rank 4
2,663.86 -8.6 6.7 35.8 16.5 3.5
HDFC Infrastructure Fund (G) Rank 3
1,880.56 -7.4 4.9 41.1 16.6 6.9
DSP-BR India TIGER - RP (G) Rank 3
1,521.86 -6.5 10.5 42.7 19.4 8.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Gujarat Pipavav Services 12.64 8.22
FAG Bearings Engineering 12.44 8.09
Gateway Distri Miscellaneous 11.91 7.75
HPCL Oil & Gas 10.76 7.00
BEML Engineering 10.04 6.53
NBCC Engineering 8.61 5.60
REC Banking/Finance 8.42 5.48
JSW Energy Utilities 8.16 5.31
Everest Ind Cement 6.63 4.31
Adani Ports Engineering 6.59 4.29

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Engineering 30.75 30.75 16.65
Banking/Finance 13.37 25.71 13.37
Utilities 11.39 12.45 7.89
Cement 10.79 10.79 5.01
Oil & Gas 10.59 10.59 8.81
Services 10.00 10.00 5.54

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 99.17
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.83

View All

Concentration

Holdings (%)
Top 5 37.59
Top 10 62.58
Sector (%)
Top 3 55.51

News & Videos

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.