79
ValueStrong Buy
HSBC Value
HSBC · Direct–Growth · rank #2 / 21 Smart Score ke hisaab se
Data updated
HSBC Value ka score 79/100 hai — 21 mein #2 Value fund (Strong Buy). Mazbooti: 5 saal ka return (category mein 97th percentile) aur 3 saal ka return (category mein 88th percentile). Kamzori: utaar-chadhaav (category mein 26th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
1.2%
+2.3% index ke muqable
3 saal
18.2%
+6.7% index ke muqable
5 saal
17.5%
+5.8% index ke muqable
Launch se
18.7%
Saal-dar-saal performance
aakhri entry = is saal ab tak2023
40.7%
2024
27.1%
2025
8.0%
2026
-1.5%
Risk metrics
Sharpe ratio
0.92
↑ jitna zyada, utna accha
Sortino ratio
0.99
↑ jitna zyada, utna accha
Std deviation
16.62
↓ jitna kam, utna accha
Alpha
5.97
↑ jitna zyada, utna accha
Beta
1.02
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.