Compare funds
| HSBC Value Fund - Direct Plan - Growth | |
|---|---|
| category | Value Fund |
| benchmark | NIFTY 500 |
| history from | 2022-11-28 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 4 / - / - |
| return 1Y | 2.36% |
| return 3Y | 15.63% |
| return 5Y | - |
| return 10Y | - |
| vs benchmark 1Y | 4.29% |
| vs benchmark 3Y | 4.84% |
| vs benchmark 5Y | - |
| 3y volatility | 16.73% |
| 3y worst fall | -19.61% |
| 3y Sharpe | 0.52 |
| 3y Sortino | 0.80 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 25th of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.