HSBC Multi Cap Fund - Direct Plan - Growth
code 151290 Multi Cap Fund direct plan · growth NAVs 2023-02-03 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-02-03, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.80% | -4.17% | -5.78% | 1.61% | 2026-10-09 → 2026-11-09 |
| 3M | -0.56% | 0.91% | -2.81% | 3.72% | 2026-08-07 → 2026-11-09 |
| 6M | 4.09% | 16.25% | 9.00% | 7.25% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.85% | 8.59% | 0.55% | 8.04% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.17% | 17.28% | 10.97% | 6.30% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 21.84% | 21.97% | 15.08% | 6.89% | 2023-02-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2024 | 2025 |
|---|---|---|
| fund | 30.28% | 2.42% |
| benchmark | 19.34% | 5.29% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 651 | 23.11% | 10.53% | -4.19% | 64.94% | 92% | 86% |
| 3 years | 162 | 21.86% | 21.65% | 17.10% | 25.34% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 16.41% |
| volatility | 17.98% |
| max drawdown | -20.07% |
| downside deviation | 11.43% |
| Sharpe ratio | 0.61 |
| Sortino ratio | 0.96 |
| Calmar ratio | 0.82 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: Multi Cap Fund
Overall ★★★★☆ (3y ★★★★☆ · 5y - · 10y -) · as of 2026-10 · 44 months of history
| percentile rank (1 = best) | 3 years of 23 funds |
|---|---|
| return | 19th |
| volatility | 91st |
| Sharpe | 23rd |
| Sortino | 23rd |
| worst fall | 60th |
| risk-adjusted return (MRAR) | 19th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.