• 1 Year Returns: -4.38%
• 3 Year Returns: 10.93%
• 5 Year Returns: 15.61%

• Electrical Components & Equipments | 11.17%
• Private Banks | 11.16%
• Specialized Finance | 10.48%
• Retail - Online | 9.30%
• IT Services & Consulting | 5.51%

• Eternal Ltd | 5.89%
• HDFC Bank Ltd | 5.48%
• Treps | 3.73%
• GE Vernova T&D India Ltd | 3.38%
• Bharti Airtel Ltd | 3.32%

• Equity | 96.21%
• Cash & Equivalents | 3.78%
• Pref Shares | 0.02%

The alpha ratio for the HSBC Large & Mid Cap Fund(IDCW) is 5.29

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 17.98

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 0.26

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 0.02

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.