• 1 Year Returns: 3.58%
• 3 Year Returns: 7.30%
• 5 Year Returns: 4.86%

• Private Banks | 17.35%
• Specialized Finance | 8.97%
• Retail - Online | 5.95%
• IT Services & Consulting | 5.17%
• Construction & Engineering | 5.05%

• ICICI Bank Ltd | 8.96%
• HDFC Bank Ltd | 8.39%
• Shriram Finance Ltd | 6.06%
• Larsen and Toubro Ltd | 5.05%
• GE Vernova T&D India Ltd | 4.55%

• Equity | 96.08%
• Cash & Equivalents | 3.87%
• Pref Shares | 0.05%

The alpha ratio for the HSBC Focused Fund-Reg(IDCW) is -41.05

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 14.40

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 0.81

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 0.09

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.