65
Banking & FinancialBuy
HSBC FIn Services
HSBC · Direct–Growth · rank #8 of 31 by Smart Score
Data updated
Trailing returns
1 Year
15.5%
+8.6% vs index
3 Years
—
5 Years
—
Since launch
18.1%
Year-by-year performance
2026
+4.2%+7.8% vs index
Why this score
HSBC FIn Services scores 65/100 — #8 of 31 Banking & Financial fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 85% of peers on sharpe ratio. The main drag is its volatility (better than only 10% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Sharpe ratio0.68 · 85th percentile in category
Volatility16.99 · 10th percentile in category
Sortino ratio1.02 · 89th percentile in category
1Y return15.51% · 86th percentile in category
Expense ratio0.98% · 68th percentile in category
Alpha3.78 · 69th percentile in category
Top holdings
1.ICICI Bank Ltd9.83%
2.HDFC Bank Ltd9.54%
3.Nippon Life India Asset Management Ltd5.18%
4.Shriram Transport Finance Company Ltd4.98%
5.State Bank of India4.64%
37 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.