• 1 Year Returns: -8.93%
• 3 Year Returns: 14.90%
• 5 Year Returns: 27.04%

• Construction & Engineering | 6.81%
• Real Estate | 6.11%
• Pharmaceuticals | 5.29%
• Electrical Components & Equipments | 5.28%
• Investment Banking & Brokerage | 5.02%

• Multi Commodity Exchange of India Ltd | 2.53%
• Aditya Birla Real Estate Ltd | 2.30%
• Techno Electric & Engineering Company Ltd | 2.28%
• Nippon Life India Asset Management Ltd | 2.10%
• KPR Mill Ltd | 1.94%

• Equity | 97.72%
• Cash & Equivalents | 2.28%

The alpha ratio for the HSBC Small Cap Fund(IDCW-Reinv) is 6.93

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 21.09

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 -0.18

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 -0.02

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.