39
Large CapAvoid
HSBC Large Cap Gr Dir
HSBC · Direct–Growth · rank #24 of 35 by Smart Score
Trailing returns
1 Year
1.3%
+3.4% vs index
3 Years
11.2%
+2.9% vs index
5 Years
11.0%
+1.1% vs index
Since launch
12.5%
Year-by-year performance
2021
+23.9%-1.4% vs index
2022
+1.5%-4.0% vs index
2023
+24.7%+3.7% vs index
2024
+19.4%+9.6% vs index
2025
+5.8%-5.9% vs index
2026
-3.6%+2.7% vs index
Why this score
HSBC Large Cap Gr Dir scores 39/100 — #24 of 35 Large Cap fund (Avoid). The main drag is its expense ratio (better than only 7% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Expense ratio1.49% · 7th percentile in category
3Y return11.22% · 38th percentile in category
5Y return11.04% · 41st percentile in category
Sharpe ratio0.33 · 36th percentile in category
Volatility14.12 · 38th percentile in category
Sortino ratio0.46 · 38th percentile in category