Fund in Spotlight – HSBC Flexi Cap Fund
- Key Metrics:
- Fund Size: ₹5164.96 Cr
- NAV: ₹240.01
- Expense Ratio: 1.16%
- Sharpe Ratio: 1.28 (good risk-adjusted returns)
- Beta: 0.90 (lower volatility)
- Alpha: 4.48 (outperformed NIFTY 500 TRI over 3 years)
- Sector Allocation:
- Major sectors: Banks (13.6%), IT (9.5%), Financial (7.4%), Pharmaceuticals (4.4%).
- Performance:
- Consistently higher annualized returns than category average for 1Y, 3Y, 5Y, and 10Y.
- Fund closely tracks the NIFTY 50 TRI with steady growth.
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