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HSBC Large Cap IDCW-R (0P0001BA9S.BO)

BSE - BSE Delayed price. Currency in INR
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47.33+1.72 (+3.77%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.82%
5-year average return12.85%
Number of years up16
Number of years down5
Best 1-yr total return (3 Jun 2024)58.57%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return58.57%
Worst 3-yr total return-0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BA9S.BOCategory
YTD9.20%0.00%
1-month3.14%0.00%
3-month7.01%0.00%
1-year24.03%0.00%
3-year13.89%0.00%
5-year12.95%0.00%
10-year11.86%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BA9S.BOCategory
2024
N/AN/A
2023
12.83%N/A
2022
-0.18%N/A
2021
22.70%N/A
2020
15.85%N/A
2019
13.67%N/A
2018
-9.95%N/A
2017
30.54%N/A
2016
8.04%N/A
2015
-2.98%N/A
2014
34.86%N/A
2013
3.19%N/A
2012
23.24%N/A
2011
-22.68%N/A
2010
17.82%N/A
2009
58.57%N/A
2008
-48.05%N/A
2007
59.56%N/A
2006
37.27%N/A
2005
41.99%N/A
2004
38.43%N/A
2003
161.50%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.88%N/AN/AN/A
2023-3.76%11.55%4.06%1.00%
2022-2.60%-10.38%10.25%3.72%
20214.00%6.56%9.91%0.73%
2020-26.85%18.15%7.21%25.04%
20196.96%2.27%-0.72%4.66%
2018-4.62%4.44%-1.26%-8.46%
201714.00%3.97%3.63%6.26%
2016-1.68%7.62%7.97%-5.43%
20151.85%-0.68%-3.68%-0.42%
20147.06%18.57%-0.04%6.27%
2013-5.90%0.43%-1.16%10.46%
201210.95%-0.47%7.43%3.88%
2011-5.76%-1.58%-11.99%-5.28%
20100.71%2.80%12.78%0.91%
20090.78%34.37%13.96%2.75%
2008-23.10%-9.49%-6.92%-19.81%
2007-5.80%12.90%16.12%29.22%
200616.05%-10.19%15.20%14.32%
2005-2.12%1.43%28.51%11.30%
20042.94%-7.95%20.29%21.45%
2003-1.46%31.71%37.16%46.91%

Rank in category (by total return)

YTD24
1-month25
3-month30
1-year84
3-year95
5-year96

Load adjusted returns

1-year23.03%
3-year13.89%
5-year12.95%
10-year11.86%