• 1 Year Returns: -10.42%
• 3 Year Returns: 12.67%
• 5 Year Returns: 11.87%

• Specialized Finance | 14.56%
• Electrical Components & Equipments | 12.98%
• Retail - Online | 8.09%
• IT Services & Consulting | 6.62%
• Labs & Life Sciences Services | 5.63%

• Eternal Ltd | 4.52%
• GE Vernova T&D India Ltd | 3.66%
• Max Healthcare Institute Ltd | 3.55%
• Fsn E-Commerce Ventures Ltd | 3.54%
• Dixon Technologies (India) Ltd | 3.53%

• Equity | 96.86%
• Cash & Equivalents | 3.14%
• Pref Shares | 0.00%

The alpha ratio for the HSBC Midcap Fund-Reg(IDCW) is 14.83

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 Midcap Fund-Reg(IDCW) is 19.89

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 -0.23

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 -0.02

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.