• 1 Year Returns: -2.60%
• 3 Year Returns: -1.60%
• 5 Year Returns: -0.65%

• Others | 20.38%
• Private Banks | 20.10%
• Public Banks | 16.28%
• Power Generation | 7.65%
• Specialized Finance | 3.84%

• HSBC Money Market Fund - Direct Growth | 17.19%
• HDFC Bank Limited | 5.44%
• Canara Bank Ltd | 3.92%
• Adani Energy Solutions Ltd | 3.15%
• Adani Power Ltd | 2.94%

• Equity | 68.82%
• Mutual Funds | 19.29%
• Certificate of Deposit | 11.29%
• Cash & Equivalents | 0.60%

The alpha ratio for the HSBC Arbitrage Fund(Q-IDCW Payout) is 0.22

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 Payout) is 1.00

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 Payout) is 2.15

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 Payout) is 0.29

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.