Ranked On: 30 January 2026

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Hsbc Flexi Cap Fund 15.0
13.43% 17.68% 14.17% 14.26% 13.83% 14.28% 18.57% 15.21% 15.38% 14.86% 14.03% -19.57% -18.00% 2.15% 1.03 0.41 0.90
Hsbc Money Market Fund 10.0
6.97% 7.20% % % % 7.18% 7.46% % % % 0.37% 0.00% 0.00% 1.15% 0.13 2.85 3.22
Hsbc Medium Duration Fund 6.0
7.39% 7.67% % % % 8.10% 8.41% % % % 1.36% -0.23% -0.07% 0.20% 0.77 0.57 1.08
Hsbc Ultra Short Duratio… 6.0
6.72% 7.07% 5.96% % % 6.92% 7.33% 6.22% % % 0.31% 0.00% 0.00% 1.00% 0.13 2.52 3.43
Hsbc Medium To Long Dura… 11.0
5.13% 6.25% 4.80% 5.62% 5.72% 5.83% 7.36% 5.82% 6.61% 6.65% 2.32% -1.40% -2.18% -1.20% 0.89 0.00 0.00
Hsbc Balanced Advantage … 20.0
7.06% 10.88% % % % 8.45% 12.36% % % % 6.72% -6.92% -7.85% 0.99% 0.92 0.37 0.76
Hsbc Gilt Fund 19.0
3.17% 5.54% % % % 4.35% 6.80% % % % 3.21% -3.29% -2.98% % -0.06 -0.17
Hsbc Conservative Hybrid… 13.0
7.31% 9.69% 7.53% 8.13% 7.78% 8.32% 10.64% 8.68% 9.47% 8.88% 4.75% -5.51% -4.71% 0.85% 1.18 0.31 0.71
Hsbc Equity Savings Fund 10.0
12.42% 13.47% % % % 13.38% 14.48% % % % 7.31% -10.71% -6.59% 3.18% 1.02 0.39 0.97
Hsbc Nifty Next 50 Index… 68.0
13.81% 20.60% % % % 14.26% 21.12% % % % 16.84% -26.05% -26.74% % 0.40 0.82
Hsbc Liquid Fund 13.0
6.28% 6.91% 5.88% 5.62% 6.09% 6.38% 7.02% 5.99% 5.72% 6.18% 0.21% 0.00% 0.00% 1.04% 0.08 6.34 4.61
Hsbc Focused Fund 10.0
17.22% 16.77% 13.35% % % 18.55% 18.14% 14.88% % % 13.86% -19.00% -16.17% 0.97% 0.98 0.36 0.79
Hsbc Crisil Ibx 50:50 Gi… 43.0
7.66% 7.94% % % % 7.83% 8.14% % % % 1.47% -0.35% -0.16% % 0.58 1.11
Hsbc Large Cap Fund 14.0
14.35% 15.12% 11.65% 13.59% 13.60% 15.35% 16.17% 12.69% 14.65% 14.58% 11.60% -16.90% -15.62% 1.99% 0.92 0.40 0.85
Hsbc Banking And Psu Deb… 10.0
7.22% 7.13% % % % 7.59% 7.53% % % % 1.17% -0.13% -0.15% -0.45% 0.83 0.39 0.78
Hsbc Mid Cap Fund 11.0
22.13% 23.91% % % % 23.43% 25.23% % % % 16.82% -23.55% -20.75% % 0.45 1.05
Hsbc Large & Mid Cap Fund 15.0
18.72% 20.00% 15.35% % % 20.00% 21.25% 16.83% % % 15.50% -22.22% -21.04% 1.35% 1.00 0.38 0.90
Hsbc Credit Risk Fund 3.0
20.09% 11.12% % % % 20.95% 11.99% % % % 6.86% 0.00% 0.00% -0.72% 2.01 3.45 0.70
Hsbc Elss Tax Saver Fund 13.0
12.28% 18.68% % % % 13.14% 19.61% % % % 13.96% -18.02% -18.80% 2.80% 0.99 0.43 0.92
Hsbc Arbitrage Fund 12.0
6.19% 6.84% % % % 6.87% 7.55% % % % 0.35% 0.00% 0.00% % 2.19 2.55
Hsbc Overnight Fund 12.0
5.48% 6.24% 5.39% % % 5.57% 6.34% 5.52% % % 0.16% 0.00% 0.00% % 1.41 2.24
Hsbc Business Cycles Fund
10.86% 17.99% % % % 12.14% 19.30% % % % 16.78% -21.76% -18.88% % 0.38 0.77
Hsbc Value Fund 2.0
19.54% 21.82% % % % 20.68% 22.99% % % % 14.08% -19.46% -15.60% 6.34% 1.02 0.56 1.17
Hsbc Nifty 50 Index Fund 28.0
11.58% 12.60% % % % 11.84% 12.87% % % % 11.28% -14.10% -13.00% % 0.32 0.65
Hsbc Small Cap Fund 20.0
6.10% 15.34% % % % 7.20% 16.52% % % % 18.77% -24.98% -25.25% % 0.25 0.52

Return Calculated On: 05 March 2026

Ratios Calculated On: 30 January 2026

Amc Name Started On Address Phone Number Website
HSBC Mutual Fund None

None
None
None None
None

None
None
HSBC Mutual Fund