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  • HSBC Focused Fund (Growth)

Formerly HSBC Focused Equity Reg Gr

HSBC Mutual Funds

HSBC Focused Fund (Growth)

EquityFocused

20.0558

NAV (Dec 04)

22.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.0558

NAV (Dec 4)

Fund Returns

Last 1Y
18%
Last 3Y
19.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
22.7%
6 Month CAGR
18.2%

Scheme Information

Investment Objective

To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However,there is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.16
Launched (3y ago)
Jul 29, 2020
AUM in Crores
1375.650
ISIN
INF336L01PE6
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15
Standard Deviation (5yr)
0
Beta (3yr)
1.05
Beta (5yr)
0
Sharpe Ratio (3yr)
0.925
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Neelotpal Sahai

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Focused Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-04

Top Stock Holdings

icici bank ltd

9.3%
9.3%

hdfc bank ltd

8.7%
8.7%

reliance industries ltd

5.8%
5.8%

infosys ltd

5.5%
5.5%

larsen & toubro ltd

5%
5%
See all holdings

Allocation by Sector

financial services

33.7%
33.7%

industrials

15.8%
15.8%

technology

11.2%
11.2%

energy

9.2%
9.2%

healthcare

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 11,693 cr

₹ 11,883 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 102,363 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
022-66145000
hsbcmf@camsonline.com
Fund NameScripbox Opinion
Till Date CAGR

4%

7.3%

27.1%

16.3%

24.6%

15.6%

3.7%

6.1%

4%

%

HSBC Focused Fund (G) Review

HSBC Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 22.7% over a period of 3 years. The fund was previously known as HSBC Focused Equity Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Neelotpal Sahai.

Nav of HSBC Focused Fund (G) as of 12/4/2023 is ₹20.06 with the total AUM as of 12/5/2023 is ₹1375.65. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Focused Fund (G) was launched on Jul 29, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HSBC Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

HSBC Focused Fund (G) is rated as a 0 fund in Equity and delivered 18% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Focused Fund (G).

Frequently Asked Questions

What is HSBC Focused Fund (G)?

HSBC Focused Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Focused Fund (G)?

You can invest in HSBC Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Focused Fund (G)?

The minimum sip amount for HSBC Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Focused Fund (G) good to invest in?

As per Scripbox experts, HSBC Focused Fund (G) is a Not Reviewed Yet fund. You can investHSBC Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Focused Fund (G)?

The expense ratio of the HSBC Focused Fund (G) is 2.16% for regular plan.