otherLow risk

HSBC Income Fund - Short Term - Inst. Plus - Monthly Dividend

A specialised fund. Check the scheme details for what it invests in. From HSBC Mutual Fund. It's been running since 30 Mar 2009.

Latest price per unit

₹10.00

▲ 0.00% today

As of 10 May 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.6k

▼ ₹425 loss · -0.4% / year

Invested 3 years ago

₹98.5k

▼ ₹1.5k loss · -0.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

2.0%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-2.26%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.42%

CAGR — 3 years-0.52%

CAGR — 5 years—

CAGR — since launch-0.03%

Volatility — 1 year (annualised)0.00%

Volatility — 3 years (annualised)2.02%

Max drawdown — 1 year0.00%

Max drawdown — 3 years-1.91%

Sharpe ratio — 1 year (rf=6%)—

Sharpe ratio — 3 years (rf=6%)-3.31

Fund info

Fund house: HSBC Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 108253
First price on record: 30 Mar 2009 · 824 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.