Home› Funds› HSBC FTS 129 - IDCW - Tenure 1120 Days - Maturity:

HSBC FTS 129 - IDCW - Tenure 1120 Days - Maturity: 30-Jun-2020

HSBC · Sectoral
Very High
₹10.00
Current NAV
30 Jun 2020
-12.4%
1Y Return
-0.2%
3Y CAGR
27.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.81).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.81).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.21%) which can affect compounding over long horizons.
  • 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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.81
Sharpe Ratio
1.41
Beta
2.81
Alpha
2.19
Sortino
Fund Details
Fund House HSBC
Category Sectoral
AUM ₹860 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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