Should I invest in HSBC Progressive Themes Fund?

We don't give personal investment advice. HSBC Progressive Themes Fund- Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 67.2%. 5-year CAGR: 2.00%.

HSBC

HSBC Progressive Themes Fund- Dividend

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.32%	+0.06%	+0.26	83 / 299	Q2
1W	+0.58%	-3.61%	+4.19	92 / 303	Q2
2W	+0.42%	-4.52%	+4.94	116 / 303	Q2
1M	+2.72%	-5.64%	+8.35	77 / 302	Q2
3M	+3.20%	-4.27%	+7.47	117 / 302	Q2
6M	+17.45%	+1.48%	+15.97	53 / 307	Q1
YTD	+7.67%	-0.18%	+7.85	111 / 309	Q2
1Y	+7.65%	+7.10%	+0.54	142 / 307	Q2
2Y	+38.01%	+2.20%	+35.80	7 / 303	Q1
3Y	+22.93%	+0.76%	+22.17	20 / 264	Q1
4Y	+12.84%	+0.58%	+12.25	41 / 235	Q1
5Y	+2.00%	+0.02%	+1.98	137 / 208	Q3
7Y	+6.96%	+3.12%	+3.84	70 / 130	Q3
10Y	+9.10%	+7.20%	+1.90	24 / 68	Q2
Inception	+4.44%	+0.51%	+3.92	160 / 310	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2022 YTD	+7.67%	-2.15%	+9.82	2 / 4
2021	+56.29%	+35.98%	+20.31	3 / 17
2020	+9.85%	-9.83%	+19.67	16 / 39
2019	-15.30%	+4.81%	-20.10	38 / 39
2018	-33.63%	-8.44%	-25.19	54 / 55
2017	+52.19%	+29.57%	+22.62	4 / 65
2016	-3.22%	+1.07%	-4.29	63 / 88
2015	-5.57%	-3.94%	-1.62	80 / 99
2014	+84.83%	+34.59%	+50.24	2 / 133
2013	-20.30%	+0.03%	-20.33	153 / 154
2012	+48.35%	+23.57%	+24.78	6 / 190

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.37%

191 windows

min -62.7% · max 108.6%

54% positive

3-Year rolling

+3.41%

167 windows

min -22.5% · max 33.0%

52% positive

5-Year rolling

+3.56%

143 windows

min -11.9% · max 21.4%

66% positive

7-Year rolling

+4.59%

118 windows

min -6.9% · max 12.0%

82% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

30.50%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

0.90

Downside-only deviation

Max drawdown

-42.23%

Jan 2020 → Mar 2020

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
25 Nov 2022	₹23.7200
24 Nov 2022	₹23.6437
23 Nov 2022	₹23.5135
22 Nov 2022	₹23.5086
21 Nov 2022	₹23.4372
18 Nov 2022	₹23.5836
17 Nov 2022	₹23.7180
16 Nov 2022	₹23.6288
15 Nov 2022	₹23.6699
14 Nov 2022	₹23.5918

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

HSBC Progressive Themes Fund- Dividend is a Growth from HSBC (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

HSBC Progressive Themes Fund- Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

HSBC Progressive Themes Fund- Dividend is managed by HSBC. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Progressive Themes Fund- Dividend has delivered a absolute return of 7.65% — +0.54 pp ahead of the Growth category average of 7.10%. The fund ranks #142 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HSBC Progressive Themes Fund- Dividend has delivered a CAGR of 22.93% — +22.17 pp ahead of the Growth category average of 0.76%. The fund ranks #20 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, HSBC Progressive Themes Fund- Dividend has delivered a CAGR of 2.00% — +1.98 pp ahead of the Growth category average of 0.02%. The fund ranks #137 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in HSBC Progressive Themes Fund- Dividend exactly 10 years ago would be worth approximately ₹238,906 today — a multiplier of 2.39×, based on the 10-year CAGR of 9.10%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in HSBC Progressive Themes Fund- Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹922,880 today. That's an XIRR (money-weighted annualised return) of 17.22%.

A ₹10,000 monthly SIP for 10 years in HSBC Progressive Themes Fund- Dividend = ₹1,200,000 invested. It would currently be worth ₹2,095,587 (multiplier 1.75×). XIRR: 10.73%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Progressive Themes Fund- Dividend ranks #137 out of 208 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.02%; this fund delivered 2.00%.

The worst peak-to-trough decline HSBC Progressive Themes Fund- Dividend has experienced over the last 5-year window is 67.23% — its NAV fell from a high on 15 Jan 2018 to a low on 23 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Progressive Themes Fund- Dividend averaged 3.56% (best 21.37%, worst -11.85%). 66% of rolling windows ended positive. The 5-year Sharpe ratio is 0.00 — weak risk-adjusted performance.

In calendar year 2021, HSBC Progressive Themes Fund- Dividend returned 56.29% — beating the Growth category average of 35.98% by 20.31 pp. It ranked #3 of 17 in its category that year.

HSBC Progressive Themes Fund- Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HSBC Progressive Themes Fund- Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 67.2%. 5-year CAGR: 2.00%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.