FundLens
49
Small CapHold

HSBC Small Cap

HSBC · Direct–Growth · rank #17 / 36 Smart Score ke hisaab se

Data updated

HSBC Small Cap ka score 49/100 hai — 36 mein #17 Small Cap fund (Hold). Mazbooti: 5 saal ka return (category mein 63th percentile) aur fund size (category mein 76th percentile). Kamzori: 3 saal ka return (category mein 35th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
15.9%
+6.1% index ke muqable
3 saal
15.0%
-0.3% index ke muqable
5 saal
18.7%
+3.0% index ke muqable
Launch se
20.9%

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.