73
Multi CapBuy
HSBC Multi Cap
HSBC · Direct–Growth · rank #2 of 32 by Smart Score
Data updated
Trailing returns
1 Year
7.4%
+9.5% vs index
3 Years
18.3%
+8.5% vs index
5 Years
—
Since launch
23.0%
Year-by-year performance
2024
+30.3%+14.6% vs index
2025
+2.4%-5.3% vs index
2026
+7.5%+11.1% vs index
Why this score
HSBC Multi Cap scores 73/100 — #2 of 32 Multi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 93% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
3Y return18.29% · 93rd percentile in category
Volatility17.49 · 5th percentile in category
Sharpe ratio0.84 · 85th percentile in category
Alpha4.91 · 82nd percentile in category
Expense ratio0.82% · 78th percentile in category
Sortino ratio0.99 · 78th percentile in category
Top holdings
1.TD Power Systems Ltd3.01%
2.HDFC Bank Ltd2.8%
3.The Federal Bank Ltd2.57%
4.Apar Industries Ltd2.39%
5.ICICI Bank Ltd2.3%
101 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.