75
ValueBuy
HSBC Value
HSBC · Direct–Growth · rank #4 / 23 Smart Score ke hisaab se
Data updated
HSBC Value ka score 75/100 hai — 23 mein #4 Value fund (Buy). Mazbooti: 5 saal ka return (category mein 92th percentile) aur 3 saal ka return (category mein 73th percentile). Kamzori: utaar-chadhaav (category mein 26th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-3.6%
+4.2% index ke muqable
3 saal
13.6%
+4.8% index ke muqable
5 saal
13.8%
+6.0% index ke muqable
Launch se
17.9%
Saal-dar-saal performance
aakhri entry = is saal ab tak2023
40.7%
2024
27.1%
2025
8.0%
2026
-6.2%
Risk metrics
Sharpe ratio
0.58
↑ jitna zyada, utna accha
Sortino ratio
0.68
↑ jitna zyada, utna accha
Std deviation
16.68
↓ jitna kam, utna accha
Alpha
4.12
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.