• 1 Year Returns: -10.10%
• 3 Year Returns: 7.51%
• 5 Year Returns: 8.58%

• Private Banks | 18.22%
• Specialized Finance | 8.06%
• Pharmaceuticals | 7.45%
• Retail - Online | 6.78%
• IT Services & Consulting | 6.48%

• HDFC Bank Ltd | 9.35%
• ICICI Bank Ltd | 8.86%
• Treps | 6.20%
• Infosys Ltd | 4.98%
• Shriram Finance Ltd | 4.94%

• Equity | 93.11%
• Cash & Equivalents | 6.85%
• Pref Shares | 0.05%

The alpha ratio for the HSBC Focused Fund-Reg(IDCW) is 11.44

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 Focused Fund-Reg(IDCW) is 16.22

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 Focused Fund-Reg(IDCW) is -0.35

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 Focused Fund-Reg(IDCW) is -0.03

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.