• 1 Year Returns: -5.21%
• 3 Year Returns: 20.63%
• 5 Year Returns: 20.09%

• Private Banks | 12.14%
• Retail - Online | 10.01%
• Specialized Finance | 8.76%
• Electrical Components & Equipments | 6.09%
• IT Services & Consulting | 5.65%

• Eternal Ltd | 5.50%
• HDFC Bank Ltd | 5.03%
• Fsn E-Commerce Ventures Ltd | 4.28%
• Bharti Airtel Ltd | 3.36%
• Larsen and Toubro Ltd | 3.34%

• Equity | 98.13%
• Cash & Equivalents | 1.85%
• Pref Shares | 0.02%

The alpha ratio for the HSBC Large & Mid Cap Fund is 11.90

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 Large & Mid Cap Fund is 17.81

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 Large & Mid Cap Fund is -0.50

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 Large & Mid Cap Fund is -0.05

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.