Formerly HSBC Focused Equity Reg IDCW-R
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.5895
NAV (Apr 24)
Last 1Y | 31.7% |
Last 3Y | 17.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.8% |
6 Month CAGR | 23.3% |
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 | INF336L01PG1 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.708 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HSBC Focused Fund IDCW (RIDCW-A) | 11,40,470 | 4,07,858 | 17.6% | |
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.
icici bank ltd
8.7%reliance industries ltd
5.7%larsen & toubro ltd
5.6%hdfc bank ltd
5.5%dlf ltd
5.4%financial services
30.7%industrials
18.3%technology
10.8%energy
10.3%healthcare
10%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
HSBC Asset Management(India)Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
33.8% | 22.3% | ||
5.3% | 5.9% | ||
28% | 17% | ||
21.6% | 15.6% | ||
4.5% | 5.1% |
HSBC Focused Fund IDCW (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 21.8% over a period of 3 years. The fund was previously known as HSBC Focused Equity Reg IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Neelotpal Sahai.
Nav of HSBC Focused Fund IDCW (RIDCW-A) as of 4/24/2024 is ₹18.59 with the total AUM as of 4/25/2024 is ₹1569.672. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Focused Fund IDCW (RIDCW-A) was launched on Jul 29, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Focused Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A) 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 IDCW (RIDCW-A) is rated as a 0 fund in Equity and delivered 31.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Focused Fund IDCW (RIDCW-A).
What is HSBC Focused Fund IDCW (RIDCW-A)?
How to invest in HSBC Focused Fund IDCW (RIDCW-A)?
You can invest in HSBC Focused Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A)?
The minimum sip amount for HSBC Focused Fund IDCW (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Focused Fund IDCW (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Focused Fund IDCW (RIDCW-A) is a Not Reviewed Yet fund. You can investHSBC Focused Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A)?
The expense ratio of the HSBC Focused Fund IDCW (RIDCW-A) is 2.13% for regular plan.