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My Portfolio:
  • 0.00 0

HSBC Value Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Venugopal Manghat

11 Jul 25 | 12:00 AM

110.76 -0.85 (-0.76%)

  • Outperforms

    2.27%

    Return (1Y)

    beaten Nifty 500 TRI by 0.10%

  • More Volatile

    1.07%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.00%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9HSBC Value Fund (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year HSBC Value Fund (G), has beaten Nifty 500 TRI by 0.10% (CAGR difference)

2.27%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.92.162.172.182.192.202.212.222.232.242.252.262.272.28
JavaScript chart by amCharts 3.20.9HSBC Value Fund (G) Nifty 500 TRI

Risk

In last 1 year , the volatility of HSBC Value Fund (G) is Higher than Nifty 500 TRI by 0.00%

1.07%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.0591.0601.0611.0621.0631.0641.0651.0661.0671.0681.0691.0701.071
JavaScript chart by amCharts 3.20.9HSBC Value Fund (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9HSBC Value Fund (G) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 37 Stocks beating the benchmark 37 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition