72
Multi CapBuy
HSBC Multi Cap
HSBC · Direct–Growth · rank #2 of 32 by Smart Score
Data updated
Trailing returns
1 Year
11.5%
+8.5% vs index
3 Years
19.3%
+7.7% vs index
5 Years
—
Since launch
23.5%
Year-by-year performance
2024
+30.3%+14.6% vs index
2025
+2.4%-5.3% vs index
2026
+8.1%+10.2% vs index
Why this score
HSBC Multi Cap scores 72/100 — #2 of 32 Multi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 93% 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 Multi Cap peers — a longer bar beats more of the category.
3Y return19.25% · 93rd percentile in category
Sharpe ratio0.92 · 87th percentile in category
Volatility17.65 · 8th percentile in category
Alpha4.52 · 78th percentile in category
Sortino ratio1.05 · 78th percentile in category
Expense ratio0.84% · 70th percentile in category
Top holdings
1.HDFC Bank Ltd3.17%
2.The Federal Bank Ltd2.77%
3.ICICI Bank Ltd2.43%
4.Reliance Industries Ltd2.17%
5.State Bank of India2.03%
101 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.