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MF_120046

HSBC Flexi Cap Fund - Direct Growth

Equity Schemes - Flexi Cap Fund

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End Amount
₹64,654.23
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.45%
MF_120046 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.15%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.81
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 57% 27% 16%
60 days 60% 18% 11%
90 days 62% 15% 10%
180 days 62% 12% 7%
1Yr 66% 9% 6%
3Yr 64% 5% 3%
5Yr 51% 4% 2%
7Yr 58% 2% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Flexi Cap Fund - Direct Growth Nifty 50
30 days -30.5% | -70.2% | 21.7% | 229.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -37.7% | -57.6% | 22.2% | 143.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -17.4% | -44.7% | 18.7% | 118.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -1.6% | -15.0% | 12.5% | 65.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.8% | -1.6% | 16.2% | 27.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.5% | 3.2% | 14.5% | 25.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.8% | 9.7% | 13.8% | 17.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.7% | 12.1% | 14.8% | 17.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Oct. 30, 2013 282 days 17% Nifty 50: 12% 10083 8351 10123
July 4, 2014 Aug. 19, 2014 46 days 6% Nifty 50: 4% 14810 13939 14902
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 15876 14971 15954
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 17018 15866 17067
March 3, 2015 July 9, 2016 494 days 22% Nifty 50: 22% 18236 14201 18361
Oct. 25, 2016 Feb. 17, 2017 115 days 15% Nifty 50: 9% 19848 16780 19860
Sept. 19, 2017 Oct. 14, 2017 25 days 5% Nifty 50: 4% 23449 22194 23509
Jan. 23, 2018 Nov. 14, 2020 1026 days 40% Nifty 50: 29% 25635 15435 25871
Feb. 15, 2021 May 21, 2021 95 days 7% Nifty 50: 6% 31178 28904 31180
Oct. 18, 2021 Jan. 5, 2022 79 days 7% Nifty 50: 10% 38874 35968 39069
Jan. 17, 2022 June 21, 2023 520 days 23% Nifty 50: 16% 40141 31041 40163
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 44524 41974 44537
March 4, 2024 April 3, 2024 30 days 5% Nifty 50: 3% 53407 50517 53457
Sept. 24, 2024 June 20, 2026 634 days 20% Nifty 50: 15% 66161 52610 66383
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 69883 62788 64654