HDFC FOCUSED EQUITY FUND vs HSBC Fixed Term Series 98
A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.
The facts, side by side
Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.
| Metric | HDFC FOCUSED EQUITY FUNDHDFC Mutual Fund | HSBC Fixed Term Series 98HSBC Mutual Fund |
|---|---|---|
| Category | 1 | 1 |
| Latest NAV | ₹12.95as of 26 Feb 2018 | ₹12.93as of 26 Oct 2016 |
| 1-year return (CAGR) | +15.3% | +7.8% |
| 3-year return (CAGR) | +9.9% | +8.8% |
| 5-year return (CAGR) | — | — |
| Annualised volatility | 14.6% | 0.6% |
| Maximum drawdown | -22.1% | -0.2% |
What the numbers say
Each line states the same metric for both funds over a named period.
Over the trailing 3 years, HDFC FOCUSED EQUITY FUND's annualised return (CAGR) was 9.9% versus HSBC Fixed Term Series 98's 8.8%. Past performance is not indicative of future results.
Over the available NAV history, HDFC FOCUSED EQUITY FUND's annualised volatility was 14.6% and HSBC Fixed Term Series 98's was 0.6%.
Over the available NAV history, HDFC FOCUSED EQUITY FUND's maximum drawdown was -22.1% and HSBC Fixed Term Series 98's was -0.2%.
HDFC FOCUSED EQUITY FUND is categorised as 1 and HSBC Fixed Term Series 98 as 1.
These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.
Open each fund, or build your own comparison
See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.
Frequently asked questions
Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX
Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
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