• 1 Year Returns: -0.02%
• 3 Year Returns: 3.55%
• 5 Year Returns: 5.25%

• Pharmaceuticals | 9.51%
• Private Banks | 7.56%
• Auto Parts | 6.23%
• Cables | 5.97%
• Textiles | 5.34%

• Apar Industries Ltd | 2.66%
• Sai Life Sciences Limited | 2.21%
• Engineers India Ltd | 2.18%
• Karur Vysya Bank Ltd | 2.04%
• Welspun Living Ltd | 1.98%

• Equity | 99.19%
• Cash & Equivalents | 0.81%

The alpha ratio for the HSBC Small Cap Fund(IDCW-Reinv) is 3.33

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 Small Cap Fund(IDCW-Reinv) is 17.85

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 Small Cap Fund(IDCW-Reinv) is 0.34

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 Small Cap Fund(IDCW-Reinv) 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.