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HSBC FTS 128 - IDCW - Tenure 1106 Days - Maturity: 29-Apr-2020

HSBC · Sectoral
Very High
₹10.00
Current NAV
29 Apr 2020
21.0%
1Y Return
18.0%
3Y CAGR
20.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.60).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.10
Sharpe Ratio
1.00
Beta
3.60
Alpha
1.21
Sortino
Fund Details
Fund House HSBC
Category Sectoral
AUM ₹9650 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
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