- Mutual Funds
- HSBC Mutual Funds
- HSBC Focused Fund (Growth)
Formerly HSBC Focused Equity Reg Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.8871
NAV (Apr 19)
Fund Returns
Last 1Y | 38.3% |
Last 3Y | 19.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.5% |
6 Month CAGR | 18.3% |
Scheme Information
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 | 2.13 |
Launched (4y ago) | Jul 29, 2020 |
AUM in Crores | 1569.672 |
ISIN | INF336L01PE6 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1.02 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.885 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Focused Fund (Growth) | 11,93,843 | 4,61,231 | 19.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
8.7%reliance industries ltd
5.7%larsen & toubro ltd
5.6%hdfc bank ltd
5.5%dlf ltd
5.4%Allocation by Sector
financial services
30.7%industrials
18.3%technology
10.8%energy
10.3%healthcare
10%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.3% | 22% | ||
5.4% | 5.9% | ||
27% | 16.9% | ||
4.7% | 5.2% | ||
20.7% | 15.5% |
HSBC Focused Fund (G) Review
HSBC Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 23.5% 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 4/19/2024 is ₹21.89 with the total AUM as of 4/20/2024 is ₹1569.672. 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 Nifty 500 TR INR.
HSBC Focused Fund (G) is rated as a 0 fund in Equity and delivered 38.3% 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)?
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 2.13% for regular plan.