FundLens
48
Small CapHold

HSBC Small Cap

HSBC · Direct–Growth · rank #16 / 36 Smart Score ke hisaab se

Data updated

HSBC Small Cap ka score 48/100 hai — 36 mein #16 Small Cap fund (Hold). Mazbooti: 5 saal ka return (category mein 61th percentile) aur fund size (category mein 76th percentile). Kamzori: 3 saal ka return (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
1.9%
+2.8% index ke muqable
3 saal
15.6%
-1.3% index ke muqable
5 saal
17.8%
+3.3% index ke muqable
Launch se
20.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2014
27.2%

Risk metrics

Sharpe ratio
0.45
↑ jitna zyada, utna accha
Sortino ratio
0.63
↑ jitna zyada, utna accha
Std deviation
17.33
↓ jitna kam, utna accha
Alpha
↑ jitna zyada, utna accha
Beta
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.