• 1 Year Returns: -2.36%
• 3 Year Returns: -0.49%
• 5 Year Returns: -0.29%

• Others | 22.40%
• Private Banks | 21.41%
• Specialized Finance | 5.40%
• Public Banks | 4.52%
• Iron & Steel | 4.12%

• HSBC Money Market Fund - Direct Growth | 15.53%
• HDFC Bank Ltd | 7.06%
• ICICI Bank Ltd | 5.57%
• Eternal Ltd | 3.92%
• HSBC Ultra Short Duration Fund - Direct Growth | 3.58%

• Equity | 71.55%
• Mutual Funds | 20.35%
• Certificate of Deposit | 3.59%
• Corporate Debt | 3.16%
• Cash & Equivalents | 1.35%

The alpha ratio for the HSBC Arbitrage Fund(M-IDCW) is 0.28

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the HSBC Arbitrage Fund(M-IDCW) is 0.82

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the HSBC Arbitrage Fund(M-IDCW) is 3.22

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the HSBC Arbitrage Fund(M-IDCW) is 0.43

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.