Click here for top ranked funds in sectoral / thematic - infra mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
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Scheme Information
Investment Objective
To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of Infrastructure in India. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
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.
HSBC Asset Management(India)Private Ltd manages assets worth 11,686 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HSBC Infrastructure Equity Fund (G)
About HSBC Infrastructure Equity Fund (G)
HSBC Infrastructure Equity Fund (G) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 5.9% over a period of 15 years .The fund was previously known as HSBC Progressive Themes Gr.The fund is managed by HSBC Asset Management(India)Private Ltd.The fund manager’s name is Gautam Bhupal.
HSBC Infrastructure Equity Fund (G) Investment Objective
To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of Infrastructure in India. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.
HSBC Infrastructure Equity Fund (G) NAV,AUM,Risk
The HSBC Infrastructure Equity Fund (G) fund was launched on Feb 23, 2006. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2021-08-03 is ₹ 24.2555. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 104.726. The category risk of the HSBC Infrastructure Equity Fund (G) fund is Very High Risk.
The fund charges 2.56 % as expense ratio.
HSBC Infrastructure Equity Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 98.5% in this asset class. The top three holdings of the fund are larsen & toubro ltd shs dematerialised,ntpc ltd and apl apollo tubes ltd
HSBC Infrastructure Equity Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
HSBC Infrastructure Equity Fund (G) Investment volatility and Horizon
This fund 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 S&P BSE India Infrastructure Index INR
HSBC Infrastructure Equity Fund (G) Review
HSBC Infrastructure Equity Fund (G) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Infrastructure Equity Fund (G) has a score of 2 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
