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MF_120030

HSBC Large Cap Fund - Direct Growth

Equity Schemes - Large Cap Fund

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End Amount
₹47,575.61
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.94%
MF_120030 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.76%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.42
Risk-Adjusted Return
Sortino Ratio
0.63
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 52% 14% 12%
60 days 54% 9% 8%
90 days 57% 7% 7%
180 days 58% 5% 5%
1Yr 55% 4% 3%
3Yr 52% 2% 1%
5Yr 56% 1% 1%
7Yr 43% 1% 1%
10Yr 84% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Large Cap Fund - Direct Growth Nifty 50
30 days 0.0% | -65.0% | 16.9% | 192.4% 26.6% | -61.9% | 14.2% | 180.7%
60 days -27.9% | -49.0% | 17.0% | 128.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.3% | -39.8% | 15.0% | 108.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.3% | -12.5% | 11.4% | 52.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.4% | 2.1% | 13.8% | 21.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.9% | 5.7% | 13.5% | 20.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.1% | 9.0% | 13.2% | 15.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.6% | 11.5% | 13.5% | 15.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Dec. 7, 2013 320 days 17% Nifty 50: 12% 10155 8477 10242
Jan. 22, 2014 March 5, 2014 42 days 6% Nifty 50: 5% 10352 9729 10402
July 7, 2014 Aug. 22, 2014 46 days 6% Nifty 50: 4% 13396 12604 13396
Sept. 8, 2014 Oct. 31, 2014 53 days 7% Nifty 50: 5% 13699 12724 13707
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 14322 13311 14348
March 3, 2015 July 27, 2016 512 days 22% Nifty 50: 22% 15183 11807 15206
Sept. 6, 2016 Feb. 3, 2017 150 days 11% Nifty 50: 11% 16024 14271 16039
Jan. 23, 2018 Aug. 4, 2018 193 days 11% Nifty 50: 9% 20564 18381 20578
Aug. 28, 2018 June 1, 2019 277 days 16% Nifty 50: 14% 21128 17647 21175
June 3, 2019 Oct. 26, 2019 145 days 9% Nifty 50: 11% 21175 19356 21332
Jan. 17, 2020 Nov. 6, 2020 294 days 36% Nifty 50: 38% 22560 14428 22668
Feb. 15, 2021 June 3, 2021 108 days 9% Nifty 50: 6% 28480 25877 28496
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 33283 30389 33363
Jan. 17, 2022 Nov. 30, 2022 317 days 19% Nifty 50: 16% 33470 27021 33471
Dec. 1, 2022 May 30, 2023 180 days 9% Nifty 50: 10% 33591 30472 33606
Sept. 15, 2023 Nov. 21, 2023 67 days 7% Nifty 50: 7% 37318 34833 37327
Sept. 26, 2024 Feb. 11, 2026 503 days 18% Nifty 50: 15% 51803 42625 51821
Feb. 11, 2026 Oct. 30, 2026 261 days 14% Nifty 50: 14% 51821 44675 47576