Mutual Fund · Equity Schemes - Sectoral Fund · As of 18 Oct 2026, 7:45 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
67/ 100
Good
Weighted across five categories. Every point is explained below.
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹55.29
As of
16 Oct 2026
Fund History Available
3.9 yrs
1Y Return (CAGR)
4.5%
Moderate
3Y Return (CAGR)
14.5%
Annualized Volatility
19.3%
Moderate
Sharpe Ratio (est.)
0.47
Moderate
Max Drawdown
-25.3%
Severe historical drop
Category
Equity Schemes - Sectoral Fund
Fund House
HSBC Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Sundaram Money Fund Direct Plan - Growth
—
Sahara Midcap Fund-Growth Option - Direct
—
SaharaTax Gain-Growth- direct
—
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth
3.7%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,63,377
Estimated Gain
₹2,63,377
Risk Flags
This fund has seen a peak-to-trough drawdown of -25.3% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
