66
Large & Mid CapBuy
HSBC Large And Mid Cap Gr Dir
HSBC · Direct–Growth · rank #6 of 34 by Smart Score
Trailing returns
1 Year
11.4%
+9.0% vs index
3 Years
19.1%
5 Years
16.2%
Since launch
17.5%
Year-by-year performance
2021
+37.4%—
2022
-2.2%—
2023
+31.7%—
2024
+40.0%+21.5% vs index
2025
-2.5%-10.8% vs index
2026
+8.1%+8.5% vs index
Why this score
HSBC Large And Mid Cap Gr Dir scores 66/100 — #6 of 34 Large & Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 87% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return19.09% · 87th percentile in category
5Y return16.18% · 75th percentile in category
Volatility18.24 · 8th percentile in category
Sharpe ratio0.83 · 83rd percentile in category
Expense ratio1.44% · 17th percentile in category
Alpha3.41 · 86th percentile in category