80
ValueStrong Buy
HSBC Value
HSBC · Direct–Growth · rank #1 of 21 by Smart Score
Trailing returns
1 Year
2.4%
+1.8% vs index
3 Years
19.2%
+7.0% vs index
5 Years
17.9%
+5.9% vs index
Since launch
18.9%
Year-by-year performance
2023
+40.7%+14.2% vs index
2024
+27.1%+11.5% vs index
2025
+8.0%+0.3% vs index
2026
-0.2%+1.5% vs index
Why this score
HSBC Value scores 80/100 — the top-rated Value fund of 21 (Strong Buy). It stands out for 5y return and 3y return — beating 97% of peers on 5y return. The main drag is its volatility (better than only 26% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return17.86% · 97th percentile in category
3Y return19.20% · 88th percentile in category
Sharpe ratio0.92 · 83rd percentile in category
Fund size14828.30 Cr · 93rd percentile in category
Expense ratio0.89% · 83rd percentile in category
Volatility16.62 · 26th percentile in category