46
InfrastructureHold
HSBC Infrastructure
HSBC · Direct–Growth · rank #13 of 20 by Smart Score
Data updated
Trailing returns
1 Year
4.9%
+9.6% vs index
3 Years
14.2%
+4.8% vs index
5 Years
15.9%
+8.0% vs index
Since launch
16.5%
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
+6.2%+12.2% vs index
Why this score
HSBC Infrastructure scores 46/100 — #13 of 20 Infrastructure fund (Hold). It stands out for expense ratio and fund size — beating 68% of peers on expense ratio. The main drag is its volatility (better than only 29% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
Volatility21.46 · 29th percentile in category
Sharpe ratio0.51 · 34th percentile in category
5Y return15.92% · 42nd percentile in category
Expense ratio1.10% · 68th percentile in category
Fund size2379.27 Cr · 68th percentile in category
1Y return4.94% · 76th percentile in category
Top holdings
1.NTPC Ltd7.68%
2.Larsen & Toubro Ltd6.99%
3.Bharti Airtel Ltd6.46%
4.Bharat Electronics Ltd5.79%
5.MTAR Technologies Ltd4.67%
49 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.