• 1 Year Returns: -7.36%
• 3 Year Returns: 15.63%
• 5 Year Returns: 19.82%

• Specialized Finance | 12.22%
• Private Banks | 11.50%
• Electrical Components & Equipments | 9.92%
• Pharmaceuticals | 6.15%
• Industrial Machinery | 6.12%

• HDFC Bank Ltd | 5.97%
• Eternal Ltd | 4.88%
• Trent Ltd | 4.26%
• GE Vernova T&D India Ltd | 3.95%
• BSE Ltd | 3.36%

• Equity | 98.67%
• Cash & Equivalents | 1.33%

The alpha ratio for the HSBC Large & Mid Cap Fund(IDCW) is 3.52

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 Large & Mid Cap Fund(IDCW) is 20.15

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(IDCW) is -0.06

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(IDCW) is -0.01

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.