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  • HSBC Focused Equity Fund (Growth)
HSBC Mutual Funds

HSBC Focused Equity Fund (Growth)

EquityFocused

13.7429

NAV (Jun 23)

17.6%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in focused.

Click here to see our recommendations.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

515 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

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

13.7429

NAV (Jun 23)

Fund Returns

Last 1Y

-4.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

17.6%

6 Month CAGR

-15%

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

2.47

Launched (2y ago)

Jul 29, 2020

AUM in Crores

514.583

ISIN

INF336L01PE6

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Neelotpal Sahai

Fund Manager

Gautam Bhupal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-23

Top Stock Holdings

icici bank ltd

8.8%
8.8%

hdfc bank ltd

8.5%
8.5%

reliance industries ltd

7.8%
7.8%

infosys ltd

7.7%
7.7%

larsen & toubro ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

33.2%
33.2%

technology

14.8%
14.8%

basic materials

10.1%
10.1%

consumer cyclical

9.9%
9.9%

industrials

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 14,163 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    3.6%

    3.6%

    -

    2.7%

    11.1%

    %

    -

    -17.6%

    -

    17.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HSBC Focused Equity Fund (G) Review

    HSBC Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 17.6% over a period of 1 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Neelotpal Sahai.

    Nav of HSBC Focused Equity Fund (G) as of 6/23/2022 is ₹13.74 with the total AUM as of 6/24/2022 is ₹514.583. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Focused Equity 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 Equity 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 Equity 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 Equity Fund (G) is rated as a 3 fund in Equity and delivered -4.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Focused Equity Fund (G).

    Frequently Asked Questions

    What is HSBC Focused Equity Fund (G)?

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

    How to invest in HSBC Focused Equity Fund (G)?

    You can invest in HSBC Focused Equity 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 Equity Fund (G)?

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

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

    As per Scripbox experts, HSBC Focused Equity Fund (G) is a Neutral fund. You can investHSBC Focused Equity 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 Equity Fund (G)?

    The expense ratio of the HSBC Focused Equity Fund (G) is 2.47% for regular plan.