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MF_151290

HSBC Multi Cap Fund - Direct - Growth

Equity Schemes - Multi Cap Fund

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End Amount
₹19,822.79
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.08%
MF_151290 Return
Benchmark CAGR
8.35%
Nifty 50
Inflation Adj. CAGR
15.41%
Real Annualized Return
Alpha
0.12
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.95
Risk-Adjusted Return
Sortino Ratio
1.58
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 68% 40% 20%
60 days 77% 26% 13%
90 days 78% 25% 13%
180 days 74% 23% 7%
1Yr 69% 18% 3%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Multi Cap Fund - Direct - Growth Nifty 50
30 days -37.4% | -67.4% | 31.3% | 218.6% 26.6% | -54.0% | 11.2% | 145.8%
60 days -40.8% | -51.9% | 26.7% | 125.2% -23.0% | -41.2% | 10.4% | 88.0%
90 days -20.0% | -41.3% | 25.9% | 103.6% -25.0% | -32.2% | 12.4% | 59.7%
1 Year -0.1% | -2.3% | 9.8% | 63.8% -10.0% | -8.5% | 8.9% | 31.3%
3 Years 16.4% | 16.2% | 21.4% | 25.3% 7.7% | 5.9% | 9.4% | 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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 11, 2023 Nov. 8, 2023 58 days 5% Nifty 50: 6% 13005 12315 13054
March 4, 2024 April 3, 2024 30 days 7% Nifty 50: 3% 16394 15294 16447
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 19226 18250 19267
Sept. 24, 2024 Dec. 10, 2024 77 days 9% Nifty 50: 10% 19909 18173 19956
Dec. 16, 2024 May 6, 2026 506 days 20% Nifty 50: 10% 19998 15983 20081
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 21608 19289 19823