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HSBC Fixed Term Series 133 - Direct Plan Growth Option

HSBC · Equity Fund
High
₹12.37
Current NAV
03 May 2021
7.5%
1Y Return
7.4%
3Y CAGR
14.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.63%.
  • Very large asset base (AUM: ₹12,280 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.73
Sharpe Ratio
1.53
Beta
1.73
Alpha
0.97
Sortino
Fund Details
Fund House HSBC
Category Equity Fund
AUM ₹12280 Cr
Expense Ratio 0.63%
Min SIP ₹500
Min Lumpsum ₹1000
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