• 1 Year Returns: 17.09%
• 3 Year Returns: 14.22%
• 5 Year Returns: 8.90%

• Private Banks | 11.61%
• Specialized Finance | 9.55%
• Electrical Components & Equipments | 8.41%
• IT Services & Consulting | 7.81%
• Others | 7.00%

• Ashok Leyland Ltd | 5.05%
• Fsn E-Commerce Ventures Ltd | 4.78%
• Multi Commodity Exchange of India Ltd | 4.31%
• GE Vernova T&D India Ltd | 3.93%
• Federal Bank Ltd | 3.87%

• Equity | 98.83%
• Cash & Equivalents | 1.17%
• Pref Shares | 0.00%

The alpha ratio for the HSBC Midcap Fund-Reg(IDCW) is -38.05

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 Midcap Fund-Reg(IDCW) is 16.53

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 Midcap Fund-Reg(IDCW) is 1.40

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 Midcap Fund-Reg(IDCW) is 0.15

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.