44
InfrastructureAvoid
HSBC Infrastructure
HSBC · Direct–Growth · rank #14 of 20 by Smart Score
Data updated
Trailing returns
1 Year
6.8%
+8.9% vs index
3 Years
15.6%
+5.8% vs index
5 Years
18.1%
+8.6% vs index
Since launch
16.9%
Year-by-year performance
2023
+52.2%+25.7% vs index
2024
+29.4%+13.8% vs index
2025
-3.4%-11.1% vs index
2026
+9.6%+13.3% vs index
Why this score
HSBC Infrastructure scores 44/100 — #14 of 20 Infrastructure fund (Avoid). It stands out for expense ratio — beating 78% of peers on expense ratio. The main drag is its volatility (better than only 29% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
Expense ratio1.08% · 78th percentile in category
Volatility21.32 · 29th percentile in category
Sharpe ratio0.61 · 34th percentile in category
3Y return15.60% · 42nd percentile in category
5Y return18.05% · 42nd percentile in category
Sortino ratio0.63 · 30th percentile in category
Top holdings
1.NTPC Ltd7.52%
2.Larsen & Toubro Ltd7.25%
3.Bharat Electronics Ltd5.96%
4.Bharti Airtel Ltd5.69%
5.Reliance Industries Ltd4.6%
51 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.