• 1 Year Returns: -1.50%
• 3 Year Returns: 12.19%
• 5 Year Returns: 13.46%

• Industrial Machinery | 19.56%
• Construction & Engineering | 18.61%
• Electrical Components & Equipments | 11.44%
• Power Generation | 9.91%
• Telecom Services | 6.06%

• NTPC Ltd | 9.12%
• Bharat Electronics Ltd | 7.24%
• Larsen and Toubro Ltd | 6.86%
• Bharti Airtel Ltd | 6.06%
• Reliance Industries Ltd | 5.97%

• Equity | 97.89%
• Cash & Equivalents | 2.11%

The alpha ratio for the HSBC Infrastructure Fund-Reg(IDCW) is 1.52

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 Infrastructure Fund-Reg(IDCW) is 15.91

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 Infrastructure Fund-Reg(IDCW) is 0.27

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 Infrastructure 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.