otherModerate risk

HSBC FTS 135 - IDCW Direct Plan - Tenure 1117 Days - Maturity: 30-Jul-2021

A specialised fund. Check the scheme details for what it invests in. From HSBC Mutual Fund. It's been running since 13 Jul 2018.

Latest price per unit

₹10.00

▼ 10.63% today

As of 30 Jul 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹93.1k

▼ ₹6.9k loss · -6.9% / year

Invested 3 years ago

₹99.5k

▼ ₹458 loss · -0.2% / 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

8.1%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-10.63%

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-6.87%

CAGR — 3 years-0.15%

CAGR — 5 years—

CAGR — since launch-0.04%

Volatility — 1 year (annualised)11.44%

Volatility — 3 years (annualised)8.15%

Max drawdown — 1 year-10.63%

Max drawdown — 3 years-10.63%

Sharpe ratio — 1 year (rf=6%)-1.17

Sharpe ratio — 3 years (rf=6%)-0.76

Fund info

Fund house: HSBC Mutual Fund
Category: Income
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 144118
First price on record: 13 Jul 2018 · 736 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.