- Mutual Funds
- HSBC Mutual Funds
- HSBC Focused Equity Fund (Growth)
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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).
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?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
8.8%hdfc bank ltd
8.5%reliance industries ltd
7.8%infosys ltd
7.7%larsen & toubro ltd
5.1%Allocation by Sector
financial services
33.2%technology
14.8%basic materials
10.1%consumer cyclical
9.9%industrials
9.4%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.6% | 3.6% | ||
- | 2.7% | ||
11.1% | % | ||
- | -17.6% | ||
- | 17.6% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHSBC 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)?
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.