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HSBC Regular Savings Fund - Growth

(Erstwhile HSBC Regular Savings Plan - Growth)

Category: Hybrid: Conservative
Launch Date: 24-02-2004
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 2.29% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 104.79 Cr As on (31-10-2019)
Turn over: 259.0
NAV as on 05-12-2019

38.414

-0.23 (-0.6052%)

CAGR Since Inception

8.9%

S&P BSE India 10 Year Sovereign Bond 6.44%

PERFORMANCE of HSBC Regular Savings Fund - Growth

Scheme Performance (%) Data as on - 05-12-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Regular Savings Fund - Growth 9.08 5.32 6.21 7.8 8.9
S&P BSE India 10 Year Sovereign Bond 17.08 6.19 8.46 6.9 6.44
Hybrid: Conservative 6.1 5.14 6.43 7.78 8.37

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Aditya Khemani, Mr. Sanjay Shah

Mr. Khemani has dpne B.Com (Hons) and PGDM from IIM, Lucknow. Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.

Investment Objective

The scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation, but this allocation shall not exceed 15 per cent.

RETURNS CALCULATOR for HSBC Regular Savings Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Regular Savings Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Regular Savings Fund - Growth 4.84 1.36 1.61 1.05 7.11 6.5
Hybrid: Conservative - - - - - -

PEER COMPARISION of HSBC Regular Savings Fund - Growth

Period
Data as on - 05-12-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Regular Savings Fund - Growth 24-02-2004 9.08 4.36 5.32 6.21 7.8
Kotak Debt Hybrid - Growth 02-12-2003 11.3 5.17 6.28 7.71 8.48
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 10.83 6.95 6.44 7.13 7.63
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 10.39 6.7 6.69 6.63 8.42
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 9.86 7.33 8.47 8.87 9.67
LIC MF Debt Hybrid Fund-Regular Plan-Growth 01-06-1998 9.0 5.41 5.19 6.0 6.35
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.94 5.34 5.37 6.9 8.43
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 8.84 5.5 6.22 7.06 7.8
IDFC Regular Savings Fund -Regular Plan-Growth 05-02-2010 8.69 5.17 6.0 7.12 0.0
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 24-03-2001 8.56 3.46 4.63 7.33 8.13

PORTFOLIO ANALYSIS of HSBC Regular Savings Fund - Growth

Asset Allocation (%)