44
InfrastructureAvoid
HSBC Infrastructure
HSBC · Direct–Growth · rank #13 of 20 by Smart Score
Data updated
Trailing returns
1 Year
11.7%
+8.7% vs index
3 Years
16.7%
+5.1% vs index
5 Years
19.1%
+8.7% vs index
Since launch
17.0%
Year-by-year performance
2023
+52.2%+25.7% vs index
2024
+29.4%+13.8% vs index
2025
-3.4%-11.1% vs index
2026
+10.8%+12.9% vs index
Why this score
HSBC Infrastructure scores 44/100 — #13 of 20 Infrastructure fund (Avoid). It stands out for expense ratio — beating 83% of peers on expense ratio. The main drag is its 3y return (better than only 36% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
Expense ratio1.08% · 83rd percentile in category
3Y return16.68% · 36th percentile in category
Volatility21.55 · 24th percentile in category
5Y return19.10% · 42nd percentile in category
Sortino ratio0.68 · 30th percentile in category
Alpha1.38 · 36th percentile in category
Top holdings
1.NTPC Ltd8.32%
2.Larsen & Toubro Ltd7.37%
3.Bharat Electronics Ltd6.65%
4.Bharti Airtel Ltd6.47%
5.Reliance Industries Ltd4.91%
51 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.