58
Banking & FinancialHold
HSBC FIn Services
HSBC · Direct–Growth · rank #11 of 31 by Smart Score
Data updated
Trailing returns
1 Year
3.4%
+5.8% vs index
3 Years
—
5 Years
—
Since launch
13.5%
Year-by-year performance
2026
-0.3%+5.6% vs index
Why this score
HSBC FIn Services scores 58/100 — #11 of 31 Banking & Financial fund (Hold). It stands out for expense ratio and sortino ratio — beating 80% of peers on expense ratio. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Volatility16.97 · 15th percentile in category
Expense ratio0.96% · 80th percentile in category
Sortino ratio0.61 · 72nd percentile in category
1Y return3.42% · 82nd percentile in category
Sharpe ratio0.42 · 63rd percentile in category
Fund size902.72 Cr · 56th percentile in category
Top holdings
1.ICICI Bank Ltd9.31%
2.HDFC Bank Ltd9.3%
3.Axis Bank Ltd5.09%
4.Nippon Life India Asset Management Ltd4.91%
5.Shriram Transport Finance Company Ltd4.81%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.