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

HSBC · Sectoral
Very High
₹10.00
Current NAV
08 Apr 2021
44.0%
1Y Return
31.0%
3Y CAGR
28.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.90).
  • Very large asset base (AUM: ₹23,950 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.3%) which can affect compounding over long horizons.
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
1.90
Sharpe Ratio
1.50
Beta
-1.10
Alpha
2.47
Sortino
Fund Details
Fund House HSBC
Category Sectoral
AUM ₹23950 Cr
Expense Ratio 2.30%
Min SIP ₹500
Min Lumpsum ₹1000
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