65
Banking & FinancialBuy
HSBC FIn Services
HSBC · Direct–Growth · rank #9 of 31 by Smart Score
Data updated
Trailing returns
1 Year
10.7%
+9.2% vs index
3 Years
—
5 Years
—
Since launch
17.4%
Year-by-year performance
2026
+3.9%+8.9% vs index
Why this score
HSBC FIn Services scores 65/100 — #9 of 31 Banking & Financial fund (Buy). It stands out for sortino ratio and sharpe ratio — beating 93% of peers on sortino ratio. The main drag is its volatility (better than only 10% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Volatility16.90 · 10th percentile in category
Sortino ratio0.96 · 93rd percentile in category
Sharpe ratio0.64 · 77th percentile in category
Expense ratio0.96% · 74th percentile in category
Alpha4.52 · 73rd percentile in category
1Y return10.65% · 82nd percentile in category
Top holdings
1.ICICI Bank Ltd9.6%
2.HDFC Bank Ltd8.72%
3.Shriram Transport Finance Company Ltd5.1%
4.Nippon Life India Asset Management Ltd5.05%
5.State Bank of India4.61%
38 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.