72
Mid CapBuy
HSBC Midcap
HSBC · Direct–Growth · rank #6 of 33 by Smart Score
Trailing returns
1 Year
16.9%
+12.1% vs index
3 Years
25.9%
+6.6% vs index
5 Years
19.2%
+1.7% vs index
Since launch
20.2%
Year-by-year performance
2023
+41.5%-2.8% vs index
2024
+41.2%+17.1% vs index
2025
-0.3%-6.1% vs index
2026
+13.2%+9.8% vs index
Why this score
HSBC Midcap scores 72/100 — #6 of 33 Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return25.87% · 95th percentile in category
Sharpe ratio1.09 · 92nd percentile in category
5Y return19.20% · 75th percentile in category
Volatility20.02 · 2nd percentile in category
Alpha4.75 · 95th percentile in category
Sortino ratio1.41 · 89th percentile in category