HSBC Midcap (India) Manager Performance Evaluation

The fund owns Beta (Systematic Risk) of 0.0 which attests that the returns on MARKET and HSBC Midcap are completely uncorrelated. Although it is extremely important to respect HSBC Midcap Equity existing price patterns, it is better to be realistic regarding the information on equity price patterns. The approach to determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing HSBC Midcap Equity technical indicators you can today evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days HSBC Midcap Equity Gr has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, HSBC Midcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low43.16
Fifty Two Week High55.25
Annual Report Expense Ratio2.47%
Horizon     30 Days    Login   to change

HSBC Midcap Equity Relative Risk vs. Return Landscape

If you would invest (100.00)  in HSBC Midcap Equity Gr on June 19, 2019 and sell it today you would earn a total of  100.00  from holding HSBC Midcap Equity Gr or generate -100.0% return on investment over 30 days. HSBC Midcap Equity Gr is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than HSBC Midcap and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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HSBC Midcap Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average HSBC Midcap is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HSBC Midcap by adding it to a well-diversified portfolio.

HSBC Midcap Alerts

Equity Alerts and Improvement Suggestions

HSBC Midcap Equity is not yet fully synchronised with the market data
HSBC Midcap Equity has some characteristics of a very speculative penny stock
The fund retains about 6.49% of its assets under management (AUM) in cash
See also Investing Opportunities. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.