• 1 Year Returns: -1.23%
• 3 Year Returns: -0.89%
• 5 Year Returns: -0.37%

• Private Banks | 23.18%
• Others | 17.19%
• Public Banks | 14.49%
• Iron & Steel | 5.67%
• Oil & Gas - Refining & Marketing | 5.02%

• HSBC Money Market Fund - Direct Growth | 14.34%
• ICICI Bank Limited | 5.32%
• Reliance Industries Ltd | 4.84%
• HDFC Bank Limited | 4.78%
• Steel Authority of India Ltd | 3.24%

• Equity | 69.05%
• Mutual Funds | 16.10%
• Certificate of Deposit | 12.70%
• Cash & Equivalents | 2.14%

The alpha ratio for the HSBC Arbitrage Fund(M-IDCW Payout) is -0.01

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 Payout) is 1.34

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 Payout) is 1.49

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 Payout) is 0.18

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.