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MF_148411

HSBC Focused Fund - Direct Growth

Equity Schemes - Focused Fund

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End Amount
₹27,775.44
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.73%
MF_148411 Return
Benchmark CAGR
13.55%
Nifty 50
Inflation Adj. CAGR
12.33%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.79
Risk-Adjusted Return
Sortino Ratio
1.31
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 62% 24% 15%
60 days 69% 15% 11%
90 days 70% 13% 9%
180 days 71% 10% 6%
1Yr 68% 7% 3%
3Yr 100% 4% 0%
5Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Focused Fund - Direct Growth Nifty 50
30 days -35.6% | -67.2% | 23.7% | 208.6% 26.6% | -55.5% | 12.9% | 179.5%
60 days -41.6% | -51.8% | 21.5% | 134.2% -23.0% | -40.8% | 14.1% | 119.4%
90 days -21.6% | -40.9% | 19.8% | 113.6% -25.0% | -30.8% | 14.9% | 103.0%
1 Year 0.4% | -3.4% | 12.4% | 59.6% -10.0% | -6.5% | 10.3% | 53.5%
3 Years 13.6% | 13.0% | 18.5% | 24.0% 7.7% | 6.6% | 14.2% | 21.8%
5 Years 10.5% | 10.3% | 15.4% | 21.9% 6.4% | 5.8% | 12.0% | 18.9%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 16, 2020 Oct. 7, 2020 21 days 7% Nifty 50: 7% 10435 9709 10437
Jan. 12, 2021 Feb. 2, 2021 21 days 7% Nifty 50: 6% 13278 12347 13332
Feb. 15, 2021 May 29, 2021 103 days 7% Nifty 50: 6% 13956 12999 14001
Oct. 18, 2021 Jan. 14, 2022 88 days 9% Nifty 50: 10% 17589 15955 17601
Jan. 17, 2022 June 7, 2023 506 days 21% Nifty 50: 16% 17667 13919 17814
Sept. 15, 2023 Nov. 14, 2023 60 days 5% Nifty 50: 7% 19755 18729 19919
May 2, 2024 June 8, 2024 37 days 6% Nifty 50: 3% 24186 22614 24308
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 26263 24900 26379
Sept. 23, 2024 Dec. 3, 2024 71 days 7% Nifty 50: 10% 27890 25800 28111
Dec. 11, 2024 Dec. 23, 2025 377 days 21% Nifty 50: 10% 28215 22373 28221
Jan. 7, 2026 June 19, 2026 163 days 14% Nifty 50: 14% 28401 24460 28415
Aug. 25, 2026 Oct. 30, 2026 66 days 12% Nifty 50: 9% 30444 26899 27775