Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
HSBC Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.32 | 0.97 | 94.8% | 92.9% | 5.4% | 4.0% |
| 3 Years | -1.99 | 0.92 | 90.1% | 91.0% | 18.2% | 21.4% |
| 5 Years | +4.33 | 0.90 | 91.5% | 87.3% | 21.9% | 18.8% |
| 7 Years | +3.18 | 0.89 | 89.7% | 86.3% | 19.3% | 17.2% |
| 10 Years | +6.05 | 0.86 | 87.1% | 81.1% | 19.3% | 14.4% |
| 12 Years | +5.87 | 0.84 | 85.9% | 80.2% | 19.6% | 15.1% |
| 15 Years | +4.35 | 0.84 | 85.9% | 80.2% | 15.4% | 11.9% |