What are the 1-year returns of HSBC Brazil Direct Plan-Growth?
HSBC Brazil Direct Plan-Growth has delivered a 1-year return of 41.16% as of 16 Jul 2026. During the same period, its benchmark MSCI Brazil 10/40 Total Index Return returned -1.96%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of HSBC Brazil Direct Plan-Growth?
HSBC Brazil Direct Plan-Growth has delivered a 3-year CAGR of 13.36% as of 16 Jul 2026. Its benchmark MSCI Brazil 10/40 Total Index Return returned 8.56% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of HSBC Brazil Direct Plan-Growth?
HSBC Brazil Direct Plan-Growth has delivered a 5-year CAGR of 5.28% as of 16 Jul 2026. Its benchmark MSCI Brazil 10/40 Total Index Return returned 10.14% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of HSBC Brazil Direct Plan-Growth since inception?
Since its launch on 1 Jan 2013, HSBC Brazil Direct Plan-Growth has delivered a CAGR of 0.88%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has HSBC Brazil Direct Plan-Growth performed vs its category over the long term?
Over the long term, HSBC Brazil Direct Plan-Growth has ranked 48 out of 51 funds in the Equity: International category on a 3-year basis, and 31 out of 36 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of HSBC Brazil Direct Plan-Growth?
The Sharpe ratio of HSBC Brazil Direct Plan-Growth is 0.31 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of HSBC Brazil Direct Plan-Growth?
The alpha of HSBC Brazil Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of HSBC Brazil Direct Plan-Growth?
The beta of HSBC Brazil Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of HSBC Brazil Direct Plan-Growth?
The average 1-year and 3-year rolling returns of HSBC Brazil Direct Plan-Growth is 4.26% and 1.72% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
