• 1 Year Returns: 6.56%
• 3 Year Returns: 15.72%

• Private Banks | 13.58%
• IT Services & Consulting | 8.44%
• Construction & Engineering | 6.45%
• Electrical Components & Equipments | 5.88%
• Pharmaceuticals | 5.61%

• HDFC Bank Ltd | 4.07%
• Multi Commodity Exchange of India Ltd | 3.64%
• State Bank of India | 3.07%
• Reliance Industries Ltd | 2.84%
• Federal Bank Ltd | 2.50%

• Equity | 98.27%
• Cash & Equivalents | 1.71%
• Pref Shares | 0.02%

The alpha ratio for the HSBC Multi Cap Fund-Reg(IDCW) is -38.18

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 Multi Cap Fund-Reg(IDCW) is 14.24

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 Multi Cap Fund-Reg(IDCW) is 1.09

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 Multi Cap Fund-Reg(IDCW) is 0.12

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.