Plan: OPEN | Option: Growth | Mahesh A Chhabria

25 Oct 24 | 12:00 AM

58.32 -0.25 (-0.43%)

  • Outperforms

    17.52%

    Return (1Y)

    beaten Hybrid - Debt Oriented by 2.48%

  • More Volatile

    0.32%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.05%

  • Not so consistent

    5/11

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

Scheme Trivia

  • HSBC Monthly Income Plan - Savings (G) fund has been the 2nd best in 5Y performance in the Monthly Income Plans - Long Term category

  • HSBC Monthly Income Plan - Savings (G) fund has been given the 5th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

  • HSBC Monthly Income Plan - Savings (G) fund has been the 2nd best in the 5Y SIP performance in the Monthly Income Plans - Long Term category

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 Conservative Hybrid Fund (G), has beaten its benchmark, Hybrid - Debt Oriented by 2.48% (CAGR difference)

17.52%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HSBC Conservative Hybrid Fund (G),is Higher than its benchmark, Hybrid - Debt Oriented by 0.05%

0.32%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 25 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition