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HSBC GIF Indian Equity

Ranked 5 out of 11 in - India over 3 months
All calculations are in EUR unless stated

Managed by

Sanjiv Duggal

Sanjiv Duggal is a qualified Chartered Accountant. He started his career in the financial industry at the Hill Samuel Group where he worked initially in auditing before switching to emerging markets fund management. He joined HSBC in April 1996 and is responsible for the management of Indian equities, working as lead manager of their HSBC GIF Indian Equity fund.

Nilang Mehta

Objective

The sub-fund aims to provide long-term total return by investing in a portfolio of Indian equities.The sub-fund invests in normal market conditions a minimum of 90% of its net assets in equities and equity equivalent securities of companies which are domiciled in based in or carry out the larger part of their business activities in India.When making new investments or reallocating the portfolio the sub-fund will invest directly in equities and equity equivalent securities of companies which are domiciled in India and the sub-fund will no longer increase its holdings in the Subsidiary.

Showing fund performance in Poland View performance globally

Performance

India over : 30/06/2018 - 30/09/2018
  • Rank 5/11 Total Return
  • Rank 10/11 Standard Deviation
  • Rank 5/11 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -11.7% 6.3% 8.1%
2015 -2.3% 14.4% -10.2% -5.7% 1.0%
2014 47.3% 8.0% 28.1% 0.1% 6.5%
2013 -17.4% -6.5% -12.5% -14.1% 17.4%
2012 37.1% 25.0% -8.7% 15.1% 4.3%
2011 -44.0% -13.4% -6.8% -17.4% -15.9%
2010 21.8% 10.6% 6.6% 4.5% -1.1%
2009 126.4% 2.9% 63.1% 24.3% 8.6%
2008 -69.1% -31.5% -13.5% -21.5% -33.6%
2007 59.4% -6.8% 20.1% 13.1% 25.8%
2006 31.4% 19.9% -18.3% 18.0% 13.7%
2005 54.6% 1.6% 15.2% 21.8% 8.4%
2004 18.2% 6.3% -12.6% 13.6% 11.9%
2003 30.0% 29.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Belgium
  3. Czech Republic
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Jersey
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Norway
  13. Poland
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date01/03/1996
  • Base currencyEUR

Purchase Info

  • Min. initial investment3,750
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).