Plan: OPEN | Option: Growth | Mahesh A Chhabria

25 Jul 24 | 12:00 AM

57.75 0.07 (0.12%)

  • Outperforms

    16.97%

    Return (1Y)

    beaten Hybrid - Debt Oriented by 3.04%

  • More Volatile

    0.28%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.03%

  • Consistent

    8/12

    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 4th 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 3.04% (CAGR difference)

16.97%

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 0.03%

0.28%

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 has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 24 Stocks beating the benchmark 4 Stocks not beating the benchmark

View Stock Composition