• 1 Year Returns: -1.97%
• 3 Year Returns: 7.38%
• 5 Year Returns: 5.81%

• Private Banks | 17.40%
• Electrical Components & Equipments | 11.30%
• Pharmaceuticals | 8.57%
• Retail - Online | 6.24%
• Specialized Finance | 5.17%

• ICICI Bank Limited | 6.52%
• HDFC Bank Limited | 5.81%
• Lenskart Solutions Ltd | 4.96%
• Meesho Limited | 3.79%
• Aditya Infotech Ltd | 3.37%

• Equity | 97.92%
• Cash & Equivalents | 2.08%

The alpha ratio for the HSBC Large & Mid Cap Fund(IDCW-Payout) is 4.88

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 15.80

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 0.35

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 0.04

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.