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HSBC FTS 134 - IDCW - Tenure 1118 Days - Maturity: 29-Jun-2021

HSBC · Sectoral
Very High
₹11.08
Current NAV
29 Jun 2021
4.0%
1Y Return
3.3%
3Y CAGR
21.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Very large asset base (AUM: ₹10,340 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • 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
1.29
Sharpe Ratio
0.59
Beta
-1.21
Alpha
1.66
Sortino
Fund Details
Fund House HSBC
Category Sectoral
AUM ₹10340 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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