HSBC Infrastructure (India) Manager Performance Evaluation

0P0000XW9Q -  India Fund  

INR 24.95  0.26  1.05%

The fund owns a Beta (Systematic Risk) of -0.035, which attests to not very significant fluctuations relative to the market. Let's try to break down what 0P0000XW9Q's beta means in this case. As returns on the market increase, returns on owning HSBC Infrastructure are expected to decrease at a much lower rate. During the bear market, HSBC Infrastructure is likely to outperform the market. Although it is extremely important to respect HSBC Infrastructure 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 Infrastructure technical indicators, you can today evaluate if the expected return of 0.16% will be sustainable into the future.

0P0000XW9Q Fund Performance 

 
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0P0000XW9Q Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in HSBC Infrastructure Equity are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, HSBC Infrastructure may actually be approaching a critical reversion point that can send shares even higher in February 2022.
Fifty Two Week Low8.19
Fifty Two Week High17.64
Annual Report Expense Ratio2.11%

HSBC Infrastructure Relative Risk vs. Return Landscape

If you would invest  1,394  in HSBC Infrastructure Equity on October 20, 2021 and sell it today you would earn a total of  1,101  from holding HSBC Infrastructure Equity or generate 78.98% return on investment over 90 days. HSBC Infrastructure Equity is generating 0.1627% of daily returns and assumes 1.6444% volatility on return distribution over the 90 days horizon. Simply put, 14% of funds are less volatile than 0P0000XW9Q, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days trading horizon HSBC Infrastructure is expected to generate 0.95 times more return on investment than the market. However, the company is 1.06 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of risk.

HSBC Infrastructure Current Valuation

Overvalued
Today
24.95
18th of January 2022
Share
Please note that HSBC Infrastructure's price fluctuation is very steady at this time.
HSBC Infrastructure owns a latest Real Value of 23.1 per share. The recent price of the fund is 24.95. At this time, the entity appears to be overvalued. We determine the value of HSBC Infrastructure from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued equities and dropping overvalued equities since, in the future, stock prices and their ongoing real values will blend.
Our valuation method for HSBC Infrastructure Equity is useful when determining the fair value of the 0P0000XW9Q fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of HSBC Infrastructure. Since HSBC Infrastructure is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P0000XW9Q Fund. However, HSBC Infrastructure's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
23.10
Real Value
27.45
Upside
Estimating the potential upside or downside of HSBC Infrastructure Equity helps investors to forecast how 0P0000XW9Q fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of HSBC Infrastructure more accurately as focusing exclusively on HSBC Infrastructure's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
23.7924.9526.11
Details

HSBC Infrastructure Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for HSBC Infrastructure's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as HSBC Infrastructure Equity, and traders can use it to determine the average amount a HSBC Infrastructure's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0989

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Estimated Market Risk
 1.64
  actual daily
 
 14 %
of total potential
 
1414
Expected Return
 0.16
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.1
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average HSBC Infrastructure is performing at about 7% 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 Infrastructure by adding it to a well-diversified portfolio.

About HSBC Infrastructure Performance

To evaluate HSBC Infrastructure Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HSBC Infrastructure generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare 0P0000XW9Q Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HSBC Infrastructure stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents 0P0000XW9Q's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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. HSBC Infrastructure is traded on Bombay Stock Exchange in India.

Things to note about HSBC Infrastructure

Checking the ongoing alerts about HSBC Infrastructure for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for HSBC Infrastructure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

HSBC Infrastructure Alerts

Equity Alerts and Improvement Suggestions

The fund holds 98.08% of its total net assets in equities
Please continue to Trending Equities. Note that the HSBC Infrastructure information on this page should be used as a complementary analysis to other HSBC Infrastructure's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

Other Tools for 0P0000XW9Q Fund

When running HSBC Infrastructure price analysis, check to measure HSBC Infrastructure's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Infrastructure is operating at the current time. Most of HSBC Infrastructure's value examination focuses on studying past and present price action to predict the probability of HSBC Infrastructure's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HSBC Infrastructure's price. Additionally, you may evaluate how the addition of HSBC Infrastructure to your portfolios can decrease your overall portfolio volatility.
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