BSE - Delayed Quote INR

HSBC Small Cap Fund Dir Gr (0P000133SB.BO)

82.33 +0.40 (+0.49%)
At close: April 27 at 1:30 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 9.19%
5y Average Return 26.54%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 79.30%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 79.30%
Worst 3Y Total Return -1.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000133SB.BO
Category
YTD
1.14%
0.00%
1-Month
-2.32%
0.00%
3-Month
1.14%
0.00%
1-Year
48.61%
0.00%
3-Year
33.40%
0.00%
5-Year
23.99%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000133SB.BO
Category
2024
--
--
2023
47.56%
--
2022
2.09%
--
2021
79.30%
--
2020
16.76%
--
2019
-7.07%
--
2018
-12.94%
--
2017
67.77%
--

2016
11.06%
--
2015
13.02%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.14% -- -- --
2023 0.42% 16.20% 13.31% 11.59%
2022 -3.16% -9.07% 14.74% 1.05%
2021 15.07% 23.95% 14.85% 9.45%
2020 -33.57% 22.91% 19.87% 19.30%
2019 1.16% -4.90% -4.75% 1.41%
2018 -6.71% -4.09% -5.10% 2.55%
2017 21.88% 12.29% 5.01% 16.73%
2016 -10.22% 15.50% 13.14% -5.34%
2015 3.83% -3.07% 5.67% 6.27%

2014 6.67% 9.90% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 53
3-Month 44
1-Year 41
3-Year 10
5-Year 56

Load Adjusted Returns

1-Year 47.61%
3-Year 33.40%
5-Year 23.99%
10-Year --

Performance & Risk

YTD Return 9.19%
5y Average Return 26.54%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management(India)Private Ltd
Net Assets 279
YTD Return 1.14%
Yield 0.00%
Morningstar Rating
Inception Date May 12, 2014

Fund Summary

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