69
Multi CapBuy
HSBC Multi Cap
HSBC · Direct–Growth · rank #5 of 33 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+8.2% vs index
3 Years
16.2%
+6.8% vs index
5 Years
—
Since launch
21.2%
Year-by-year performance
2024
+30.3%+14.6% vs index
2025
+2.4%-5.3% vs index
2026
+3.3%+9.3% vs index
Why this score
HSBC Multi Cap scores 69/100 — #5 of 33 Multi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 80% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
3Y return16.22% · 80th percentile in category
Volatility17.85 · 5th percentile in category
Sharpe ratio0.68 · 84th percentile in category
Alpha5.14 · 82nd percentile in category
Expense ratio0.81% · 77th percentile in category
Sortino ratio0.81 · 79th percentile in category
Top holdings
1.TD Power Systems Ltd3.1%
2.HDFC Bank Ltd2.85%
3.Apar Industries Ltd2.39%
4.The Federal Bank Ltd2.33%
5.Radico Khaitan Ltd2.31%
100 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.