Should I invest in HSBC Unique Opportunities Fund?

We don't give personal investment advice. HSBC Unique Opportunities 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: 21.5%. 5-year CAGR: 14.55%.

HSBC

HSBC Unique Opportunities 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	+0.15%	+0.06%	+0.08	113 / 299	Q2
1W	+0.07%	-3.61%	+3.68	140 / 303	Q2
2W	-0.82%	-4.52%	+3.70	166 / 303	Q3
1M	-0.05%	-5.64%	+5.59	135 / 302	Q2
3M	+4.72%	-4.27%	+9.00	86 / 302	Q2
6M	+19.82%	+1.48%	+18.34	44 / 307	Q1
YTD	+19.63%	-0.18%	+19.81	61 / 309	Q1
1Y	+21.41%	+7.10%	+14.31	84 / 307	Q2
2Y	+11.19%	+2.20%	+8.98	118 / 303	Q2
3Y	+11.28%	+0.76%	+10.52	82 / 264	Q2
4Y	+17.63%	+0.58%	+17.05	23 / 235	Q1
5Y	+14.55%	+0.02%	+14.53	28 / 208	Q1
7Y	+10.24%	+3.12%	+7.12	38 / 130	Q2
10Y	+5.32%	+7.20%	-1.88	44 / 68	Q3
Inception	+6.98%	+0.51%	+6.46	109 / 310	Q2

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
2017 YTD	+19.63%	+29.57%	-9.94	51 / 65
2016	+7.18%	+1.07%	+6.11	17 / 88
2015	-3.30%	-3.94%	+0.64	61 / 99
2014	+41.17%	+34.59%	+6.58	48 / 133
2013	-2.05%	+0.03%	-2.08	102 / 154
2012	+31.69%	+23.57%	+8.12	53 / 190
2011	-27.72%	-23.68%	-4.04	179 / 241
2010	+21.22%	+11.69%	+9.54	45 / 256
2009	+70.04%	+65.86%	+4.18	120 / 238
2008	-63.79%	-52.86%	-10.93	165 / 198
2007	—	—	—	—

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

+8.95%

113 windows

min -65.2% · max 98.6%

63% positive

3-Year rolling

+8.45%

89 windows

min -9.5% · max 22.7%

80% positive

5-Year rolling

+7.37%

65 windows

min -5.5% · max 17.7%

78% positive

7-Year rolling

+8.23%

40 windows

min 0.3% · max 16.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

12.18%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.72

Downside-only deviation

Max drawdown

-21.52%

Mar 2015 → Feb 2016

% positive months

63.9%

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
30 Jun 2017	₹20.3103
29 Jun 2017	₹20.2806
28 Jun 2017	₹20.2079
27 Jun 2017	₹20.2228
23 Jun 2017	₹20.2958
22 Jun 2017	₹20.4758
21 Jun 2017	₹20.5261
20 Jun 2017	₹20.5988
19 Jun 2017	₹20.6061
16 Jun 2017	₹20.4791

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 Unique Opportunities 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 Unique Opportunities Fund - Dividend has NAV history starting from 28 Mar 2007, a track record of about 19 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 Unique Opportunities 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 Unique Opportunities Fund - Dividend has delivered a absolute return of 21.41% — +14.31 pp ahead of the Growth category average of 7.10%. The fund ranks #84 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HSBC Unique Opportunities Fund - Dividend has delivered a CAGR of 11.28% — +10.52 pp ahead of the Growth category average of 0.76%. The fund ranks #82 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, HSBC Unique Opportunities Fund - Dividend has delivered a CAGR of 14.55% — +14.53 pp ahead of the Growth category average of 0.02%. The fund ranks #28 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in HSBC Unique Opportunities Fund - Dividend exactly 10 years ago would be worth approximately ₹167,945 today — a multiplier of 1.68×, based on the 10-year CAGR of 5.32%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in HSBC Unique Opportunities Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹883,522 today. That's an XIRR (money-weighted annualised return) of 15.46%.

A ₹10,000 monthly SIP for 10 years in HSBC Unique Opportunities Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹2,166,210 (multiplier 1.81×). XIRR: 11.36%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Unique Opportunities Fund - Dividend ranks #28 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 14.55%.

The worst peak-to-trough decline HSBC Unique Opportunities Fund - Dividend has experienced over the last 5-year window is 21.52% — its NAV fell from a high on 03 Mar 2015 to a low on 29 Feb 2016. 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 Unique Opportunities Fund - Dividend averaged 7.37% (best 17.68%, worst -5.47%). 78% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2016, HSBC Unique Opportunities Fund - Dividend returned 7.18% — beating the Growth category average of 1.07% by 6.11 pp. It ranked #17 of 88 in its category that year.

HSBC Unique Opportunities 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 Unique Opportunities 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: 21.5%. 5-year CAGR: 14.55%.

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