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MF_146772

HSBC Large & Mid Cap Fund - Direct Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹31,548.64
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.37%
MF_146772 Return
Benchmark CAGR
10.80%
Nifty 50
Inflation Adj. CAGR
10.82%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.62
Risk-Adjusted Return
Sortino Ratio
0.86
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 60% 33% 24%
60 days 65% 21% 16%
90 days 68% 18% 13%
180 days 67% 15% 7%
1Yr 68% 10% 4%
3Yr 94% 6% 1%
5Yr 100% 6% 0%
7Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Large & Mid Cap Fund - Direct Growth Nifty 50
30 days -12.8% | -75.0% | 27.5% | 247.4% 26.6% | -62.5% | 13.2% | 205.7%
60 days -36.8% | -71.7% | 27.4% | 147.0% -23.0% | -51.5% | 14.6% | 140.3%
90 days -16.5% | -65.3% | 25.0% | 121.0% -25.0% | -64.3% | 14.6% | 120.1%
1 Year 3.6% | -11.7% | 14.8% | 65.9% -10.0% | -15.7% | 10.3% | 61.4%
3 Years 17.2% | 14.2% | 20.9% | 27.5% 7.7% | 7.1% | 15.0% | 26.9%
5 Years 13.1% | 13.4% | 21.8% | 27.2% 6.4% | 6.2% | 15.9% | 23.5%
7 Years 17.3% | 15.9% | 18.4% | 20.0% 11.2% | 11.2% | 12.2% | 13.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 16, 2019 May 25, 2019 39 days 7% Nifty 50: 5% 10070 9409 10138
June 3, 2019 Oct. 26, 2019 145 days 9% Nifty 50: 11% 10183 9224 10241
Feb. 20, 2020 Nov. 11, 2020 265 days 36% Nifty 50: 37% 11136 7116 11174
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 13038 12246 13127
Feb. 15, 2021 May 18, 2021 92 days 6% Nifty 50: 6% 13866 13032 13994
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 17717 16046 17761
Jan. 17, 2022 May 30, 2023 498 days 21% Nifty 50: 16% 17901 14076 17935
Sept. 11, 2023 Nov. 16, 2023 66 days 7% Nifty 50: 6% 20631 19267 20661
March 4, 2024 April 1, 2024 28 days 7% Nifty 50: 3% 23885 22222 23943
July 31, 2024 Aug. 20, 2024 20 days 6% Nifty 50: 4% 29566 27753 29571
Sept. 24, 2024 Oct. 12, 2024 18 days 6% Nifty 50: 4% 30921 29044 30953
Oct. 15, 2024 Dec. 3, 2024 49 days 10% Nifty 50: 7% 31145 28143 31415
Dec. 16, 2024 June 17, 2026 548 days 25% Nifty 50: 10% 31995 23970 32175
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 34022 30260 31549