• 1 Year Returns: -2.79%
• 3 Year Returns: -1.27%
• 5 Year Returns: -0.32%

• Others | 22.72%
• Private Banks | 22.26%
• Public Banks | 8.79%
• Specialized Finance | 4.91%
• Real Estate | 4.14%

• HSBC Money Market Fund - Direct Growth | 15.01%
• ICICI Bank Ltd | 6.30%
• HDFC Bank Ltd | 5.88%
• Indian Bank** | 3.74%
• HSBC Ultra Short Duration Fund - Direct Growth | 3.46%

• Equity | 67.01%
• Mutual Funds | 19.67%
• Certificate of Deposit | 7.22%
• Cash & Equivalents | 3.19%
• Treasury Bills | 1.89%

The alpha ratio for the HSBC Arbitrage Fund(Q-IDCW) is 0.24

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(Q-IDCW) is 0.78

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(Q-IDCW) is 2.77

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(Q-IDCW) is 0.37

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.