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HSBC Mutual Fund

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Direct Plan 0 - 11.59 0.31 0.53 - - -
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan 0 - 11.58 0.25 0.43 - - -
HSBC Brazil Fund 0 - - - - - - -
HSBC Brazil Fund - Direct Plan 0 - - - - - - -
HSBC Cash Fund  | 4 - 0.19 2.91 5.85 0.38 1.38 0.28
HSBC Cash Fund - Direct Plan  | 3 - 0.19 3.22 6.42 0.38 1.43 0.28
HSBC Debt Fund (Erstwhile HSBC Income Investment)  | 1 Above Avg. 4.15 -0.34 -0.54 1.76 -1.31 0.96
HSBC Debt Fund - Direct Plan (Erstwhile HSBC Income Investment)  | 1 Above Avg. 4.16 -0.15 -0.25 1.76 -0.56 0.96
HSBC Dynamic Asset Allocation Fund (Erstwhile HSBC Dynamic)  | 2 High 12.15 0.20 0.36 1.07 -0.99 0.96
HSBC Dynamic Asset Allocation Fund - Direct Plan (Erstwhile HSBC Dynamic)  | 2 High 12.16 0.26 0.46 1.07 -0.29 0.96
HSBC Flexi Debt Fund  | 2 Above Avg. 4.18 -0.22 -0.36 1.77 -0.83 0.95
HSBC Flexi Debt Fund - Direct Plan  | 2 Above Avg. 4.19 -0.04 -0.07 1.77 -0.08 0.95
HSBC Global Consumer Opportunities Fund - Direct Plan 0 - 9.94 0.36 0.51 - - -
HSBC Global Consumer Opportunities Fund - Regular Plan 0 - 9.93 0.29 0.41 - - -
HSBC Global Emerging Markets Fund (Erstwhile HSBC Emerging Markets) 0 - - - - - - -
HSBC Global Emerging Markets Fund - Direct Plan (Erstwhile HSBC Emerging Markets) 0 - - - - - - -
HSBC Infrastructure Equity Fund 0 - 22.70 -0.02 -0.03 1.05 4.68 0.74
HSBC Infrastructure Equity Fund - Direct Plan 0 - 22.71 0.01 0.02 1.06 5.40 0.74
HSBC Large Cap Equity Fund (Erstwhile HSBC Equity)  | 4 Avg. 14.67 0.31 0.50 1.05 0.35 0.95
HSBC Large Cap Equity Fund - Direct Plan (Erstwhile HSBC Equity)  | 4 Avg. 14.68 0.36 0.58 1.05 1.06 0.95
HSBC Low Duration Fund (Erstwhile HSBC Ultra Short Term Bond Regular)  | 2 Avg. 0.58 0.46 0.77 1.48 3.41 0.45
HSBC Low Duration Fund - Direct Plan (Erstwhile HSBC Ultra Short Term Bond Regular)  | 3 Avg. 0.58 1.84 3.05 1.48 4.23 0.45
HSBC Managed Solutions India - Conservative - Direct Plan  | 2 Below Avg. 2.96 0.08 0.15 0.51 -0.28 0.57
HSBC Managed Solutions India - Conservative - Regular Plan  | 2 Below Avg. 2.96 -0.00 -0.00 0.51 -0.53 0.57
HSBC Managed Solutions India - Growth - Direct Plan  | 3 Avg. 12.28 0.39 0.59 1.04 1.49 0.88
HSBC Managed Solutions India - Growth - Regular Plan  | 4 Avg. 12.27 0.37 0.56 1.04 1.22 0.88
HSBC Managed Solutions India - Moderate - Direct Plan  | 4 Above Avg. 9.84 0.41 0.63 0.83 1.38 0.87
HSBC Managed Solutions India - Moderate - Regular Plan  | 5 Avg. 9.84 0.38 0.59 0.83 1.13 0.87
HSBC Multi Cap Equity Fund (Erstwhile HSBC India Opportunities)  | 3 Avg. 16.04 0.24 0.36 1.10 -1.91 0.94
HSBC Multi Cap Equity Fund - Direct Plan (Erstwhile HSBC India Opportunities)  | 3 Avg. 16.05 0.29 0.43 1.10 -1.17 0.94
HSBC Regular Savings Fund (Erstwhile HSBC MIP)  | 1 Above Avg. 4.71 -0.10 -0.15 0.90 -1.40 0.70
HSBC Regular Savings Fund - Direct Plan (Erstwhile HSBC MIP)  | 1 Above Avg. 4.71 0.01 0.02 0.90 -0.88 0.70
HSBC Short Duration Fund (Erstwhile HSBC Income Short-term)  | 2 Avg. 1.48 0.05 0.08 3.55 7.60 0.40
HSBC Short Duration Fund - Direct Plan (Erstwhile HSBC Income Short-term)  | 2 Avg. 1.48 0.68 1.15 3.56 8.58 0.40
HSBC Small Cap Equity Fund (Erstwhile HSBC Midcap Equity)  | 3 Above Avg. 22.15 0.32 0.50 0.99 -0.11 0.93
HSBC Small Cap Equity Fund - Direct Plan (Erstwhile HSBC Midcap Equity)  | 2 Above Avg. 22.17 0.36 0.55 0.99 0.64 0.93
HSBC Tax Saver Equity Fund  | 3 Above Avg. 15.84 0.29 0.43 1.08 -1.04 0.92
HSBC Tax Saver Equity Fund - Direct Plan  | 3 Above Avg. 15.85 0.33 0.50 1.08 -0.33 0.92
The Risk Measures have been calculated using calendar month returns for the last three years.