• 1 Year Returns: -5.12%
• 3 Year Returns: 10.08%
• 5 Year Returns: 10.35%

• Private Banks | 27.24%
• IT Services & Consulting | 10.19%
• Miscellaneous | 5.56%
• Pharmaceuticals | 4.66%
• Public Banks | 4.45%

• ICICI Bank Ltd | 9.90%
• HDFC Bank Ltd | 9.85%
• Treps | 5.56%
• Axis Bank Ltd | 5.22%
• Infosys Ltd | 5.13%

• Equity | 94.43%
• Cash & Equivalents | 5.57%

The alpha ratio for the HSBC Large Cap Fund(IDCW-Payout) is 1.83

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 Cap Fund(IDCW-Payout) is 14.38

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 Cap Fund(IDCW-Payout) is -0.00

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 Cap Fund(IDCW-Payout) is -0.00

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.