• 1 Year Returns: 4.56%
• 3 Year Returns: 8.41%
• 5 Year Returns: 7.06%

• Private Banks | 19.77%
• Electrical Components & Equipments | 10.51%
• Specialized Finance | 6.30%
• Pharmaceuticals | 5.60%
• Two Wheelers | 5.57%

• ICICI Bank Limited | 7.48%
• HDFC Bank Limited | 5.34%
• Lenskart Solutions Ltd | 3.55%
• Federal Bank Ltd | 3.43%
• TVS Motor Company Limited | 3.02%

• Equity | 99.19%
• Cash & Equivalents | 0.81%

The alpha ratio for the HSBC Large & Mid Cap Fund-Reg(IDCW-Payout) is 3.75

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-Reg(IDCW-Payout) is 14.86

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-Reg(IDCW-Payout) is 0.80

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-Reg(IDCW-Payout) is 0.08

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.