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MF_151036

HSBC Midcap Fund - Direct Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹21,669.48
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
21.79%
MF_151036 Return
Benchmark CAGR
6.88%
Nifty 50
Inflation Adj. CAGR
16.99%
Real Annualized Return
Alpha
0.16
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.89
Risk-Adjusted Return
Sortino Ratio
1.41
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 71% 52% 25%
60 days 78% 35% 18%
90 days 80% 31% 17%
180 days 82% 27% 12%
1Yr 78% 21% 4%
3Yr 100% 15% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Midcap Fund - Direct Growth Nifty 50
30 days -30.0% | -72.6% | 35.4% | 245.5% 26.6% | -53.6% | 9.3% | 145.1%
60 days -45.5% | -64.0% | 32.8% | 148.1% -23.0% | -41.1% | 8.1% | 87.5%
90 days -17.7% | -52.4% | 32.8% | 120.6% -25.0% | -31.1% | 10.9% | 59.6%
1 Year 9.6% | -2.5% | 20.8% | 65.1% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 21.6% | 21.2% | 25.9% | 28.6% 7.7% | 6.0% | 10.3% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 2, 2022 May 23, 2023 172 days 7% Nifty 50: 9% 10169 9442 10179
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 15194 14340 15309
July 31, 2024 Aug. 20, 2024 20 days 7% Nifty 50: 4% 18751 17482 18752
Sept. 24, 2024 Oct. 12, 2024 18 days 6% Nifty 50: 4% 19918 18701 20008
Oct. 15, 2024 Dec. 11, 2024 57 days 11% Nifty 50: 7% 20145 18019 20218
Dec. 17, 2024 April 18, 2026 487 days 26% Nifty 50: 9% 20459 15148 20467
Aug. 31, 2026 Oct. 30, 2026 60 days 13% Nifty 50: 8% 23946 20819 21669