• 1 Year Returns: -2.00%
• 3 Year Returns: 6.55%
• 5 Year Returns: 5.62%

• Private Banks | 16.52%
• Electrical Components & Equipments | 12.40%
• Pharmaceuticals | 6.29%
• Two Wheelers | 6.02%
• Others | 5.98%

• ICICI Bank Limited | 6.99%
• Lenskart Solutions Ltd | 4.68%
• HDFC Bank Limited | 4.68%
• Meesho Limited | 3.33%
• Ather Energy Ltd | 3.19%

• Equity | 99.31%
• Cash & Equivalents | 0.69%

The alpha ratio for the HSBC Large & Mid Cap Fund(IDCW-Payout) is 4.44

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-Payout) is 15.16

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-Payout) is 0.21

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-Payout) 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.