HSBC Income Fundamental Relationships

INF336L01990 -- India Fund  

INR 11.23  0.00  0.00%

The Drivers Module shows relationships between HSBC Income's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of HSBC Income ST Plan Dividend over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

HSBC Income ST Ten Year Return vs. Minimum Initial Investment Fundamental Analysis

HSBC Income ST Plan Dividend is currently considered the top fund in minimum initial investment among similar funds. It is rated second overall fund in ten year return among similar funds . The ratio of Minimum Initial Investment to Ten Year Return for HSBC Income ST Plan Dividend is about  1,672 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
HSBC Income 
Minimum Initial Investment 
=  
First Fund Deposit 
=
10K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
HSBC Income 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.98%
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.

HSBC Income ST Ten Year Return Comparison

HSBC Income is currently under evaluation in ten year return among similar funds.

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