HSBC Value Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Venugopal Manghat

20 Dec 24 | 12:00 AM

56.50 -2.50 (-4.23%)

  • Outperforms

    29.96%

    Return (1Y)

    beaten Nifty 500 TRI by 10.01%

  • More Volatile

    1.12%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.16%

  • Consistent

    8/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

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 (IDCW), has beaten by 10.01% (CAGR difference)

29.96%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HSBC Value Fund (IDCW) is Higher than by 0.16%

1.12%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition