Ranked On: 31 December 2025

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 Banking And Psu Deb… 8.0
6.94% 6.84% % % % 7.31% 7.24% % % % 1.08% -0.03% 0.00% 0.80% 0.80 0.73 1.23
Hsbc Credit Risk Fund 7.0
19.90% 11.00% % % % 20.78% 11.87% % % % 6.84% 0.00% 0.00% -6.63% 2.06 5.09 0.76
Hsbc Gilt Fund 19.0
2.26% 5.35% % % % 3.44% 6.61% % % % 3.15% -3.29% -2.98% % 0.01 0.00
Hsbc Liquid Fund 1.0
6.37% 6.92% 5.81% 5.63% 6.10% 6.47% 7.03% 5.91% 5.73% 6.19% 0.19% 0.00% 0.00% 6.03% 0.06 18.52 6.23
Hsbc Medium Duration Fund 6.0
7.18% 7.48% % % % 7.89% 8.22% % % % 1.28% -0.23% 0.00% 1.79% 0.74 0.89 1.48
Hsbc Medium To Long Dura… 11.0
4.59% 5.93% 4.11% 5.62% 5.64% 5.44% 7.09% 5.14% 6.62% 6.58% 2.23% -1.40% -1.73% -0.54% 0.90 0.11 0.24
Hsbc Money Market Fund 11.0
7.06% 7.18% % % % 7.27% 7.45% % % % 0.34% 0.00% 0.00% 6.04% 0.10 13.62 4.35
Hsbc Overnight Fund 1.0
5.64% 6.30% 5.35% % % 5.74% 6.40% 5.47% % % 0.16% 0.00% 0.00% % 3.60 3.84
Hsbc Ultra Short Duratio… 7.0
6.74% 7.05% 5.88% % % 6.98% 7.32% 6.14% % % 0.27% 0.00% 0.00% 5.96% 0.09 14.28 5.02
Hsbc Tax Saver Equity Fu… 13.0
0.89% 16.76% 15.41% 14.68% 13.88% 1.64% 17.80% 16.61% 15.93% 14.98% 13.81% -17.31% -16.79% 2.76% 0.95 0.41 0.90
Hsbc Elss Tax Saver Fund 15.0
2.03% 17.62% % % % 2.81% 18.54% % % % 13.90% -18.02% -18.80% 3.14% 0.99 0.45 0.96
Hsbc Flexi Cap Fund 16.0
2.79% 17.57% 15.26% 14.63% 13.85% 3.56% 18.47% 16.32% 15.75% 14.88% 13.93% -19.57% -18.00% 2.58% 1.02 0.44 0.95
Hsbc Focused Fund 11.0
3.35% 15.33% 14.12% % % 4.53% 16.69% 15.68% % % 13.92% -19.00% -16.17% 0.68% 0.99 0.36 0.79
Hsbc Large & Mid Cap Fund 17.0
2.25% 18.81% 16.18% % % 3.35% 20.05% 17.69% % % 15.57% -22.22% -21.04% 0.63% 1.01 0.38 0.89
Hsbc Large Cap Fund 16.0
6.54% 14.47% 12.39% 13.70% 13.60% 7.48% 15.53% 13.43% 14.76% 14.58% 11.90% -16.90% -15.62% 1.24% 0.94 0.35 0.76
Hsbc Mid Cap Fund 11.0
5.27% 22.71% % % % 6.38% 24.03% % % % 16.82% -23.55% -20.75% % 0.45 1.06
Hsbc Business Cycles Fund
-0.93% 17.62% % % % 0.22% 18.92% % % % 16.63% -21.76% -17.59% % 0.40 0.82
Hsbc Small Cap Fund 21.0
-10.99% 15.10% % % % -10.07% 16.29% % % % 18.34% -24.98% -21.45% % 0.31 0.64
Hsbc Value Fund 3.0
8.09% 21.37% % % % 9.12% 22.54% % % % 14.11% -19.46% -15.60% 6.00% 1.02 0.56 1.17
Hsbc Arbitrage Fund 10.0
6.20% 6.87% % % % 6.90% 7.59% % % % 0.36% 0.00% 0.00% % 3.11 3.11
Hsbc Conservative Hybrid… 14.0
2.64% 8.97% 7.08% 7.97% 7.53% 3.57% 9.90% 8.24% 9.29% 8.62% 4.73% -5.51% -4.71% -0.55% 1.21 0.34 0.77
Hsbc Balanced Advantage … 15.0
3.64% 10.79% % % % 4.98% 12.26% % % % 6.58% -6.92% -6.80% 1.85% 0.90 0.44 0.88
Hsbc Equity Savings Fund 10.0
4.08% 12.83% % % % 4.98% 13.83% % % % 7.29% -10.71% -6.59% 3.27% 1.01 0.41 1.02
Hsbc Nifty 50 Index Fund 27.0
8.77% 12.17% % % % 9.04% 12.45% % % % 11.29% -14.10% -12.72% % 0.33 0.66
Hsbc Crisil Ibx 50:50 Gi… 36.0
7.64% 7.64% % % % 7.81% 7.84% % % % 1.39% -0.35% 0.00% % 0.87 1.48
Hsbc Nifty Next 50 Index… 81.0
4.25% 16.18% % % % 4.67% 16.68% % % % 17.65% -26.05% -26.90% % 0.31 0.65

Return Calculated On: 23 January 2026

Ratios Calculated On: 31 December 2025

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HSBC Mutual Fund