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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Praveen Ayathan

28 Mar 25 | 12:00 AM

10.52 0.02 (0.20%)

  • Underperforms

    7.05%

    Return (1Y)

    underperformed Arbitrage Funds by -0.40%

  • More Volatile

    0.09%

    Standard Deviation (1Y)

    Higher than Arbitrage Funds by 0.02%

  • Not so consistent

    4/11

    Months

    Has beaten Arbitrage Funds

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0310.5110.5210.5310.5410.55
JavaScript chart by amCharts 3.20.9HSBC Arbitrage Fund (IDCW-M)

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 Arbitrage Fund (IDCW-M), has Underperformed its benchmark, Arbitrage Funds by -0.40% (CAGR difference)

7.05%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.007.057.107.157.207.257.307.357.407.457.50
JavaScript chart by amCharts 3.20.9HSBC Arbitrage Fund (IDCW-M) Arbitrage Funds

Risk

In last 1 year , the volatility of HSBC Arbitrage Fund (IDCW-M),is Higher than its benchmark, Arbitrage Funds by 0.02%

0.09%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.060.070.080.09
JavaScript chart by amCharts 3.20.9HSBC Arbitrage Fund (IDCW-M) Arbitrage Funds

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% of the times It has beaten its benchmark, Arbitrage Funds

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-1012
JavaScript chart by amCharts 3.20.9HSBC Arbitrage Fund (IDCW-M) Arbitrage Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1.0-0.50.00.51.0
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, 58 Stocks beating the benchmark 75 Stocks not beating the benchmark

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

View Stock Composition