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HSBC FTS 130 - IDCW Direct Plan-Tenure 1204 Days-Maturity: 08-Apr-2021

HSBC · Sectoral
Very High
₹12.53
Current NAV
08 Apr 2021
39.3%
1Y Return
26.3%
3Y CAGR
23.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Very large asset base (AUM: ₹20,480 Cr) indicating high investor trust and liquidity.
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
1.43
Sharpe Ratio
1.03
Beta
-1.57
Alpha
1.62
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Fund Details
Fund House HSBC
Category Sectoral
AUM ₹20480 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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