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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 - 10.39 0.75 1.43 - - -
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan 0 - 10.38 0.68 1.30 - - -
HSBC Brazil Fund 0 - - - - - - -
HSBC Brazil Fund - Direct Plan 0 - - - - - - -
HSBC Cash Fund  | 4 - 0.19 3.15 6.06 0.33 1.30 0.19
HSBC Cash Fund - Direct Plan  | 3 - 0.19 3.46 6.63 0.33 1.35 0.19
HSBC Debt Fund (Erstwhile HSBC Income Investment)  | 1 Above Avg. 4.15 -0.42 -0.69 1.76 -1.22 0.96
HSBC Debt Fund - Direct Plan (Erstwhile HSBC Income Investment)  | 1 Above Avg. 4.15 -0.23 -0.39 1.76 -0.47 0.96
HSBC Dynamic Asset Allocation Fund (Erstwhile HSBC Dynamic)  | 2 High 12.11 0.52 0.95 1.10 -1.34 0.96
HSBC Dynamic Asset Allocation Fund - Direct Plan (Erstwhile HSBC Dynamic)  | 2 High 12.12 0.58 1.06 1.10 -0.63 0.96
HSBC Flexi Debt Fund  | 2 Above Avg. 4.16 -0.29 -0.49 1.76 -0.72 0.95
HSBC Flexi Debt Fund - Direct Plan  | 2 High 4.17 -0.11 -0.19 1.76 0.03 0.95
HSBC Global Consumer Opportunities Fund - Direct Plan 0 - 9.17 0.72 1.07 - - -
HSBC Global Consumer Opportunities Fund - Regular Plan 0 - 9.16 0.64 0.95 - - -
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  | 1 High 21.23 -0.04 -0.07 1.02 -1.15 0.72
HSBC Infrastructure Equity Fund - Direct Plan  | 1 High 21.24 -0.01 -0.02 1.02 -0.44 0.72
HSBC Large Cap Equity Fund (Erstwhile HSBC Equity)  | 4 Above Avg. 14.31 0.57 0.90 1.05 -0.91 0.95
HSBC Large Cap Equity Fund - Direct Plan (Erstwhile HSBC Equity)  | 4 Above Avg. 14.32 0.62 0.98 1.05 -0.19 0.95
HSBC Low Duration Fund (Erstwhile HSBC Ultra Short Term Bond Regular)  | 2 Avg. 0.57 0.48 0.78 1.51 3.53 0.41
HSBC Low Duration Fund - Direct Plan (Erstwhile HSBC Ultra Short Term Bond Regular)  | 3 Avg. 0.57 1.88 3.07 1.52 4.35 0.41
HSBC Managed Solutions India - Conservative - Direct Plan  | 2 Below Avg. 2.89 0.15 0.25 0.51 -0.79 0.57
HSBC Managed Solutions India - Conservative - Regular Plan  | 3 Below Avg. 2.88 0.06 0.10 0.51 -1.04 0.57
HSBC Managed Solutions India - Growth - Direct Plan  | 3 Above Avg. 11.91 0.57 0.85 1.03 -0.33 0.87
HSBC Managed Solutions India - Growth - Regular Plan  | 4 Above Avg. 11.91 0.55 0.82 1.03 -0.60 0.87
HSBC Managed Solutions India - Moderate - Direct Plan  | 4 Above Avg. 9.66 0.57 0.85 0.83 -0.28 0.87
HSBC Managed Solutions India - Moderate - Regular Plan  | 5 Avg. 9.66 0.55 0.81 0.83 -0.53 0.87
HSBC Multi Cap Equity Fund (Erstwhile HSBC India Opportunities)  | 3 Avg. 15.65 0.52 0.79 1.10 -2.15 0.94
HSBC Multi Cap Equity Fund - Direct Plan (Erstwhile HSBC India Opportunities)  | 3 Avg. 15.66 0.56 0.86 1.10 -1.41 0.94
HSBC Regular Savings Fund (Erstwhile HSBC MIP)  | 2 Above Avg. 4.68 -0.02 -0.02 0.93 -2.29 0.72
HSBC Regular Savings Fund - Direct Plan (Erstwhile HSBC MIP)  | 1 Above Avg. 4.69 0.10 0.14 0.93 -1.77 0.72
HSBC Short Duration Fund (Erstwhile HSBC Income Short-term)  | 2 Above Avg. 1.47 0.02 0.03 3.69 7.99 0.37
HSBC Short Duration Fund - Direct Plan (Erstwhile HSBC Income Short-term)  | 2 Avg. 1.47 0.66 1.12 3.71 8.97 0.37
HSBC Small Cap Equity Fund (Erstwhile HSBC Midcap Equity)  | 3 Above Avg. 20.92 0.35 0.49 0.98 -1.73 0.92
HSBC Small Cap Equity Fund - Direct Plan (Erstwhile HSBC Midcap Equity)  | 2 Above Avg. 20.94 0.38 0.54 0.98 -0.98 0.92
HSBC Tax Saver Equity Fund  | 3 Above Avg. 15.55 0.44 0.64 1.09 -3.20 0.92
HSBC Tax Saver Equity Fund - Direct Plan  | 3 Above Avg. 15.56 0.49 0.71 1.09 -2.49 0.92
The Risk Measures have been calculated using calendar month returns for the last three years.