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HSBC India Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
68.565 0.25 (0.36%)

NAV as on 05 Mar, 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 : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from 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

Benchmark Index:
 
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Returns (NAV as on 05 Mar, 2015)

Period Returns (%) Rank #
1 mth 3.7 142
3 mth 7.7 109
6 mth 14.5 108
1 year 59.0 80
2 year 37.7 32
3 year 26.9 25
5 year 16.9 20

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.9 22.2 5.8 9.2 -
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
2010 -1.8 2.2 13.9 -1.1 14.6

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 3.7 7.7 14.5 59.0 37.7 26.9 16.9
Category avg 4.4 6.4 12.4 43.2 22.3 16.1 9.1
Difference of Fund returns and Category returns -0.7 1.3 2.1 15.8 15.4 10.8 7.8
Best of category 10.9 14.5 34.5 92.9 52.5 39.3 25.4
Worst of category -6.0 -5.0 -10.9 15.9 11.3 5.1 -7.1
Benchmark returns # 3.3 5.3 12.1 48.5 26.3 19.8 11.3
Difference of Fund returns and Benchmark returns 0.4 2.4 2.4 10.5 11.4 7.1 5.6
HSBC India Opportunities Fund (G) Review by Crisil - Rating: 4 (Rank 2 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) 372.98 (Dec-31-2014)
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 - Direct (G) Not Ranked
1,862.94 2.3 7.3 57.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 5.9 18.1 65.8 30.3 21.2
HDFC Equity Fund (G) Rank 4
15,432.08 2.1 6.9 56.0 23.8 15.9
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 6.1 18.5 67.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 6.0 18.2 66.1 30.5 -7.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 28.86 6.52
Axis Bank Banking/Finance 27.05 6.12
HDFC Bank Banking/Finance 24.24 5.48
Yes Bank Banking/Finance 19.41 4.39
HCL Tech Technology 17.92 4.05
Tata Motors Automotive 14.63 3.31
Eicher Motors Automotive 14.65 3.31
Tech Mahindra Technology 14.34 3.24
ITC Tobacco 13.82 3.13
Shree Cements Cement 13.16 2.98

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 31.09 32.48 25.51
Technology 13.27 13.37 10.93
Pharmaceuticals 6.71 7.36 2.29
Automotive 6.62 9.52 6.47
Engineering 4.67 8.52 4.67
Cement 4.15 4.19 2.85

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 90.03
Others 6.89
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.08

View All

Concentration

Holdings (%)
Top 5 26.56
Top 10 42.53
Sector (%)
Top 3 51.07

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