48
Small CapHold
HSBC Small Cap
HSBC · Direct–Growth · rank #15 of 36 by Smart Score
Trailing returns
1 Year
2.5%
+2.4% vs index
3 Years
16.7%
-1.3% vs index
5 Years
18.1%
+3.2% vs index
Since launch
20.5%
Year-by-year performance
2014
+27.2%—
Why this score
HSBC Small Cap scores 48/100 — #15 of 36 Small Cap fund (Hold). It stands out for 5y return and fund size — beating 61% of peers on 5y return. The main drag is its sharpe ratio (better than only 20% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.45 · 20th percentile in category
5Y return18.10% · 61st percentile in category
Fund size17830.20 Cr · 76th percentile in category
3Y return16.66% · 40th percentile in category
Sortino ratio0.63 · 25th percentile in category
Expense ratio0.76% · 68th percentile in category