Hsbc Infrastructure Equity Fund

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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Hsbc Infrastructure Equity Fund Analysis

Hsbc Infrastructure Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 21, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hsbc Infrastructure Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Hsbc Infrastructure Equity Fund

Top Performing Funds in Infrastructure Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Bank Of India Manufacturing & Infrastructure Fund

4 The Bank Of India Manufacturing & Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17 funds. The fund has seven KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Bank Of India Manufacturing & Infrastructure Fund performance snapshot section. 6.27% 35.49% -23.74% -22.74% 0.77 0.36 0.47

Canara Robeco Infrastructure

1 The Canara Robeco Infrastructure is a Infrastructure Fund. In the Infrastructure Fund category there are 17 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Infrastructure performance snapshot section. 12.06% 35.31% -29.17% -17.13% 0.59 0.28 0.49

Sbi Infrastructure Fund

3 The Sbi Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sbi Infrastructure Fund performance snapshot section. 11.32% 34.52% -30.89% -20.23% 0.52 0.25 0.50

Tata Infrastructure Fund

2 The Tata Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Infrastructure Fund performance snapshot section. 12.44% 35.54% -30.25% -23.27% 0.56 0.27 0.49

Hsbc Infrastructure Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 21, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hsbc Infrastructure Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Infrastructure Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Infrastructure Fund

1.20
1
0.35
8
-2.05
14
-9.77
17
-10.27
17
5.88
15
56.68
1
19.72
1

Hdfc Infrastructure Fund

1.03
2
0.26
11
-0.79
7
-4.62
15
-1.31
7
15.79
3
34.62
11
4.15
17

Franklin Build India Fund

0.94
3
0.53
5
-1.28
10
-2.29
11
-0.24
4
13.92
5
36.33
7
12.20
7

Kotak Infrastructure & Economic Reform Fund

0.83
4
0.21
12
-0.67
5
1.56
1
1.76
2
20.94
2
39.56
3
12.48
4

Aditya Birla Sun Life Infrastructure Fund

0.83
5
0.85
1
-1.78
12
-0.30
4
1.69
3
12.48
7
36.42
6
8.40
15

Idfc Infrastructure Fund

0.80
6
0.77
4
-0.32
4
0.06
3
-2.22
9
11.55
10
38.50
4
7.07
16

Uti Infrastructure Fund

0.74
7
0.78
3
-0.17
3
-2.18
10
-2.06
8
12.72
6
29.18
16
8.96
12

Dsp India T.I.G.E.R. Fund

0.71
8
0.15
14
-2.05
15
-1.99
9
-0.87
6
14.60
4
36.93
5
11.26
9

Canara Robeco Infrastructure

0.70
9
0.52
6
-0.84
8
-1.66
8
-5.07
15
12.06
9
35.31
10
11.32
8

Sundaram Infrastructure Advantage Fund

0.68
10
0.43
7
-2.00
13
-3.05
13
-4.07
13
6.01
14
32.98
14
8.57
13

Lic Mf Infrastructure Fund

0.66
11
0.11
16
-1.38
11
-3.63
14
-4.58
14
4.91
16
29.80
15
10.11
11

Icici Prudential Infrastructure Fund

0.61
12
0.33
9
0.28
1
0.11
2
6.43
1
23.01
1
45.63
2
14.50
2

Sbi Infrastructure Fund

0.49
13
0.16
13
-0.70
6
-1.56
7
-0.36
5
11.32
11
34.52
12
12.47
5

Bank Of India Manufacturing & Infrastructure Fund

0.47
14
-0.07
17
-2.20
16
-2.36
12
-2.42
10
6.27
13
35.49
9
10.21
10

Invesco India Infrastructure Fund

0.47
15
0.12
15
-0.89
9
-0.83
5
-3.51
11
6.66
12
33.09
13
13.03
3

Tata Infrastructure Fund

0.45
16
0.82
2
0.25
2
-1.56
6
-4.00
12
12.44
8
35.54
8
12.22
6

Taurus Infrastructure Fund

0.45
17
0.26
10
-2.97
17
-6.44
16
-8.76
16
-1.66
17
26.70
17
8.54
14
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

0.59
13
2.30
6
2.05
13
20.42
16
15.50
15

Franklin Build India Fund

1.05
8
1.94
7
4.38
6
24.23
14
15.93
14

Boi Axa Manufacturing & Infrastructure Fund

0.83
11
0.26
12
3.30
10
28.86
7
23.04
2

Canara Robeco Infrastructure

0.79
12
-0.67
17
3.47
8
28.80
8
19.38
4

Dsp India T.I.G.E.R. Fund

1.68
3
2.78
4
4.90
4
28.96
6
17.72
9

Hdfc Infrastructure Fund

1.24
6
3.36
2
5.21
3
25.99
12
7.94
17

Icici Prudential Infrastructure Fund

2.02
2
6.74
1
8.09
1
36.45
2
18.40
8

Idfc Infrastructure Fund

0.88
10
0.40
11
1.25
15
26.11
11
16.66
11

Invesco India Infrastructure Fund

0.95
9
0.02
15
1.47
14
31.62
3
22.65
3

Kotak Infrastructure & Economic Reform Fund

2.32
1
2.49
5
7.64
2
29.56
4
18.43
7

Quant Infrastructure Fund

1.62
4
3.20
3
4.69
5
54.44
1
35.07
1

Sbi Infrastructure Fund

1.16
7
1.83
8
3.77
7
27.75
9
19.34
6

Sundaram Infrastructure Advantage Fund

0.46
16
0.09
14
1.11
16
25.21
13
16.59
12

Tata Infrastructure Fund

1.33
5
-0.06
16
3.43
9
27.50
10
19.36
5

Uti Infrastructure Fund

0.58
14
0.15
13
2.56
12
15.95
17
14.27
16

Taurus Infrastructure Fund

0.36
17
1.19
9
0.38
17
22.30
15
16.57
13

Lic Mf Infrastructure Fund

0.56
15
0.97
10
3.08
11
29.53
5
17.13
10
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

0.67
13
2.52
6
2.48
13
21.41
16
16.40
15

Franklin Build India Fund

1.14
8
2.20
7
4.91
6
25.48
14
17.22
12

Boi Axa Manufacturing & Infrastructure Fund

0.97
11
0.61
12
3.99
8
30.41
6
24.64
2

Canara Robeco Infrastructure

0.88
12
-0.36
17
4.13
7
30.19
7
20.49
4

Dsp India T.I.G.E.R. Fund

1.75
4
2.99
4
5.34
5
29.89
8
18.50
9

Hdfc Infrastructure Fund

1.31
6
3.55
3
5.60
3
26.88
12
8.73
17

Icici Prudential Infrastructure Fund

2.07
2
6.91
1
8.40
2
37.22
2
19.05
8

Idfc Infrastructure Fund

0.98
10
0.73
11
1.88
15
27.65
11
17.98
11

Invesco India Infrastructure Fund

1.09
9
0.39
13
2.19
14
33.32
3
24.35
3

Kotak Infrastructure & Economic Reform Fund

2.45
1
2.86
5
8.42
1
31.36
4
19.94
7

Quant Infrastructure Fund

1.75
3
3.65
2
5.60
4
55.95
1
36.63
1

Sbi Infrastructure Fund

1.20
7
1.95
8
3.97
9
28.54
10
20.04
6

Sundaram Infrastructure Advantage Fund

0.52
16
0.22
15
1.38
16
25.84
13
17.14
13

Tata Infrastructure Fund

1.41
5
0.19
16
3.86
10
28.56
9
20.26
5

Uti Infrastructure Fund

0.61
15
0.24
14
2.74
12
16.38
17
14.66
16

Taurus Infrastructure Fund

0.39
17
1.28
9
0.55
17
22.83
15
17.03
14

Lic Mf Infrastructure Fund

0.66
14
1.28
10
3.70
11
31.20
5
18.35
10
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

-26.33
13
-34.37
12
-9.07
14
29.49
16
21.74
15

Franklin Build India Fund

-27.38
14
-34.01
9
-8.72
12
26.51
11
20.55
10

Bank Of India Manufacturing & Infrastructure Fund

-22.74
10
-23.74
1
-7.91
8
21.27
1
16.37
1

Canara Robeco Infrastructure

-17.13
2
-29.17
4
-7.63
7
23.38
3
18.00
3

Dsp India T.I.G.E.R. Fund

-21.79
8
-34.92
15
-7.33
5
26.01
10
20.70
11

Hdfc Infrastructure Fund

-31.62
17
-40.10
17
-10.00
16
31.66
17
24.07
17

Icici Prudential Infrastructure Fund

-29.67
16
-34.80
14
-7.38
6
27.74
14
21.30
12

Idfc Infrastructure Fund

-27.88
15
-36.56
16
-9.56
15
28.69
15
21.67
14

Invesco India Infrastructure Fund

-17.39
3
-27.01
3
-7.27
4
23.91
6
18.05
4

Kotak Infrastructure & Economic Reform Fund

-22.50
9
-34.74
13
-7.19
2
25.31
8
20.00
9

Quant Infrastructure Fund

-25.84
12
-34.34
11
-11.13
17
26.80
13
21.95
16

Sbi Infrastructure Fund

-20.23
4
-30.89
6
-6.86
1
23.57
4
18.53
6

Sundaram Infrastructure Advantage Fund

-20.91
7
-34.20
10
-8.07
10
26.64
12
21.35
13

Tata Infrastructure Fund

-23.27
11
-30.25
5
-8.04
9
23.65
5
18.14
5

Uti Infrastructure Fund

-20.43
5
-33.54
8
-9.05
13
25.64
9
19.89
8

Taurus Infrastructure Fund

-20.59
6
-26.56
2
-7.24
3
21.57
2
16.73
2

Lic Mf Infrastructure Fund

-16.09
1
-33.01
7
-8.21
11
24.26
7
19.25
7
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

0.40
13
0.23
12
0.43
12
0.49
-1.45
11 1.45 1
0.66
14
0.08
12
10.95
14
0.05
4

Franklin Build India Fund

0.46
10
0.23
10
0.44
11
0.48
-0.24
9 0.84 12
0.86
2
0.14
5
21.48
5
-0.04
14

Bank Of India Manufacturing & Infrastructure Fund

0.77
2
0.36
2
0.71
2
0.47

Canara Robeco Infrastructure

0.59
4
0.28
4
0.55
4
0.49
4.34
3 0.72 14
0.81
6
0.19
2
26.52
1
-0.02
11

Dsp India T.I.G.E.R. Fund

0.50
9
0.24
9
0.45
9
0.50
2.64
6 1.07 10
0.85
4
0.12
8
17.69
7
0.04
5

Hdfc Infrastructure Fund

0.31
16
0.19
16
0.34
16
0.46
-4.36
14 1.23 7
0.79
7
0.08
13
12.37
12
-0.00
10

Icici Prudential Infrastructure Fund

0.66
3
0.32
3
0.58
3
0.49
7.08
2 1.34 4
0.63
15
0.14
6
15.76
8
0.12
2

Idfc Infrastructure Fund

0.42
12
0.23
11
0.42
13
0.49
-1.56
12 0.90 11
0.84
5
0.14
7
19.88
6
-0.04
15

Invesco India Infrastructure Fund

0.53
7
0.26
6
0.54
5
0.48
3.05
4 0.72 15
0.76
9
0.18
4
24.28
4
-0.03
13

Kotak Infrastructure & Economic Reform Fund

0.54
6
0.26
7
0.47
8
0.51

Quant Infrastructure Fund

1.15
1
0.48
1
0.89
1
0.47
20.24
1 1.34 3
0.68
13
0.23
1
24.41
3
0.25
1

Sbi Infrastructure Fund

0.52
8
0.25
8
0.48
7
0.50
1.71
7 1.26 5
0.78
8
0.10
9
13.93
10
0.05
3

Sundaram Infrastructure Advantage Fund

0.38
14
0.20
14
0.40
14
0.49
-0.69
10 1.10 9
0.85
3
0.09
10
14.83
9
0.01
8

Tata Infrastructure Fund

0.56
5
0.27
5
0.52
6
0.49
3.01
5 0.75 13
0.86
1
0.18
3
25.48
2
-0.03
12

Uti Infrastructure Fund

0.29
17
0.16
17
0.33
17
0.49
-4.62
15 1.34 2
0.74
10
0.05
15
9.50
15
0.00
9

Taurus Infrastructure Fund

0.42
11
0.21
13
0.45
10
0.48
0.47
8 1.11 8
0.72
12
0.08
11
12.66
11
0.02
6

Lic Mf Infrastructure Fund

0.37
15
0.19
15
0.38
15
0.51
-1.61
13 1.25 6
0.72
11
0.07
14
11.22
13
0.02
7

Hsbc Infrastructure Equity Fund Additional Return Analysis

Hsbc Infrastructure Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 30/Dec/2005
Fund Category: Infrastructure Fund
Investment Objective: To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of Infrastructure in India. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Description: An open ended equity scheme following Infrastructure theme.
Fund Benchmark: S&P BSE India Infrastructure Index Total Return Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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