Ranked On: 30 June 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 9.0
4.14% 15.12% 13.27% 15.79% 12.26% 4.93% 16.00% 14.28% 16.91% 13.28% 17.18% -19.57% -28.50% 2.07% 1.11 0.29 0.58
Hsbc Money Market Fund 11.0
6.05% 7.04% % % % 6.26% 7.29% % % % 0.56% 0.00% 0.00% 0.75% 0.19 1.49 2.17
Hsbc Medium Duration Fund 8.0
5.32% 7.27% % % % 6.02% 8.01% % % % 1.54% -0.27% -0.24% 0.20% 0.76 0.56 0.99
Hsbc Ultra Short Duratio… 4.0
6.24% 7.00% 6.22% % % 6.36% 7.22% 6.46% % % 0.42% 0.00% 0.00% 0.73% 0.16 2.14 2.77
Hsbc Medium To Long Dura… 12.0
3.57% 5.91% 4.72% 4.85% 5.36% 3.76% 6.80% 5.65% 5.76% 6.24% 2.56% -1.40% -2.88% -0.71% 0.91 0.04 0.08
Hsbc Balanced Advantage … 16.0
1.18% 8.79% % % % 2.49% 10.24% % % % 7.83% -6.92% -11.92% 1.85% 0.94 0.19 0.42
Hsbc Gilt Fund 21.0
1.44% 5.19% % % % 2.56% 6.43% % % % 3.83% -3.72% -6.02% % -0.04 -0.12
Hsbc Conservative Hybrid… 6.0
3.64% 8.78% 7.47% 7.91% 7.27% 4.66% 9.74% 8.57% 9.24% 8.38% 5.35% -5.51% -8.94% 1.24% 1.21 0.26 0.59
Hsbc Equity Savings Fund 1.0
11.50% 12.78% % % % 12.45% 13.77% % % % 8.04% -10.71% -11.62% 4.94% 1.05 0.36 0.86
Hsbc Nifty Next 50 Index… 40.0
8.66% 17.23% % % % 9.07% 17.72% % % % 20.00% -26.05% -32.56% % 0.28 0.55
Hsbc Multi Cap Fund 3.0
8.01% 18.64% % % % 9.38% 20.18% % % % 17.50% -19.44% -29.26% 4.22% 1.04 0.37 0.77
Hsbc Liquid Fund 13.0
6.25% 6.88% 6.17% 5.59% 6.04% 6.34% 6.98% 6.28% 5.69% 6.13% 0.22% 0.00% 0.00% 0.85% 0.05 8.46 4.72
Hsbc Focused Fund 9.0
5.10% 13.07% 12.47% % % 6.29% 14.40% 13.95% % % 16.77% -19.00% -30.12% 1.93% 1.03 0.23 0.48
Hsbc Crisil Ibx 50:50 Gi… 37.0
5.21% 7.30% % % % 5.34% 7.48% % % % 1.40% -0.36% -0.16% % 0.53 1.03
Hsbc Large Cap Fund 11.0
0.74% 9.97% 10.07% 12.33% 11.39% 1.62% 10.97% 11.08% 13.38% 12.37% 14.10% -16.90% -21.08% 1.41% 0.91 0.15 0.32
Hsbc Banking And Psu Deb… 10.0
5.02% 6.77% % % % 5.37% 7.15% % % % 1.42% -0.38% -0.15% -0.54% 0.86 0.39 0.72
Hsbc Mid Cap Fund 1.0
19.04% 23.82% % % % 20.30% 25.14% % % % 19.88% -23.55% -34.34% % 0.45 0.98
Hsbc Large & Mid Cap Fund 3.0
11.53% 17.68% 14.71% 17.39% % 12.75% 18.92% 16.13% 18.99% % 18.13% -22.22% -36.87% 2.59% 1.05 0.31 0.68
Hsbc Credit Risk Fund 12.0
5.64% 10.96% % % % 6.36% 11.81% % % % 6.87% 0.00% 0.00% 0.50% 1.97 3.30 0.73
Hsbc Elss Tax Saver Fund 5.0
5.14% 16.06% % % % 5.94% 16.95% % % % 16.37% -18.02% -27.69% 2.43% 1.02 0.28 0.60
Hsbc Arbitrage Fund 11.0
5.88% 6.71% % % % 6.45% 7.38% % % % 0.54% -0.01% 0.00% % 0.84 1.62
Hsbc Overnight Fund 10.0
5.25% 6.06% 5.56% 4.99% % 5.32% 6.16% 5.68% 5.11% % 0.19% 0.00% 0.00% % 0.78 1.45
Hsbc Business Cycles Fund
-0.91% 14.38% % % % 0.25% 15.67% % % % 20.37% -21.76% -33.46% % 0.26 0.48
Hsbc Value Fund 4.0
3.91% 17.37% % % % 4.92% 18.50% % % % 16.41% -19.46% -23.64% 5.39% 1.04 0.36 0.76
Hsbc Nifty 50 Index Fund 85.0
-2.00% 7.72% % % % -1.87% 7.94% % % % 13.61% -14.67% -20.43% % 0.09 0.16
Hsbc Small Cap Fund 15.0
5.63% 14.63% % % % 6.70% 15.80% % % % 21.86% -24.98% -36.02% % 0.25 0.47

Return Calculated On: 27 July 2026

Ratios Calculated On: 30 June 2026

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

None
None
None None
None

None
None
HSBC Mutual Fund