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HSBC India Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
79.164 0.13 (0.17%)

NAV as on 29 Mar, 2017

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

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 29 Mar, 2017)

Period Returns (%) Rank #
1 mth 2.8 111
3 mth 18.5 13
6 mth 7.5 78
1 year 29.8 92
2 year 10.0 95
3 year 20.6 77
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 10.8 7.2 -10.9 5.9
2015 2.6 -1.3 -6.4 1.2 -1.6
2014 9.1 22.4 6.0 9.4 55.8
2013 -9.6 1.3 -2.2 17.0 7.6

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 2.8 18.5 7.5 29.8 10.0 20.6 --
Category avg 2.4 12.0 6.9 23.5 7.7 13.1 9.4
Difference of Fund returns and Category returns 0.4 6.5 0.6 6.3 2.3 7.5 --
Best of category 7.5 24.5 18.9 45.8 25.4 69.9 27.4
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 3.0 14.8 8.1 25.7 6.6 14.8 13.7
Difference of Fund returns and Benchmark returns -0.2 3.7 -0.6 4.1 3.4 5.8 --
HSBC India Opportunities Fund - Direct Plan (G) Review by Crisil - Rating: 2 (Rank 4 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. 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) 10.45 (Dec-31-2016)
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 10.7 5.7 22.7 24.0 22.5
HDFC Equity Fund - Direct (G) Rank 4
3,289.85 14.9 10.5 34.0 18.7 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,432.63 14.4 8.1 23.4 22.9 --
ICICI Pru Value Discovery - DP (G) Rank 2
1,799.92 11.0 6.3 24.3 25.3 --
Franklin India Prima Plus (G) Rank 3
7,912.19 14.1 7.5 22.0 21.6 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 45.18 9.82
ICICI Bank Banking/Finance 27.64 6.00
Yes Bank Banking/Finance 25.42 5.52
Tata Motors Automotive 22.84 4.96
Infosys Technology 22.78 4.95
ITC Tobacco 22.29 4.84
IndusInd Bank Banking/Finance 19.69 4.28
Eicher Motors Automotive 16.89 3.67
HCL Tech Technology 16.80 3.65
Bajaj Finance Banking/Finance 16.62 3.61

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 37.95 68.92 33.03
Automotive 10.47 17.42 8.72
Technology 8.60 29.66 16.11
Pharmaceuticals 7.37 14.18 8.36
Cement 5.68 7.12 4.79
Manufacturing 5.54 21.60 9.77

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 94.44
Others 4.40
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.16

View All

Concentration

Holdings (%)
Top 5 31.25
Top 10 51.30
Sector (%)
Top 3 57.02

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