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Formerly HSBC Progressive Themes Gr

HSBC Mutual Funds

HSBC Infrastructure Equity Fund (Growth)

EquitySectoral / Thematic - Infra

27.8862

NAV (Nov 25)

2.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - infra mutual funds.

Sectoral / thematic - infra 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).

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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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

27.8862

NAV (Nov 25)

Fund Returns

Last 1Y

7.6%

Last 3Y

22.7%

Last 5Y

2.2%

Last 10Y

9.3%

Since Inception

6.3%

6 Month CAGR

19%

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.

Expense Ratio

2.56

Launched (16y ago)

Feb 23, 2006

AUM in Crores

116.664

ISIN

INF336L01255

Lock-in

No Lock-in

Benchmark

S&P BSE India Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

26.9

Standard Deviation (5yr)

26.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.72

Sharpe Ratio (5yr)

0.023

YTM

0

Fund Managers

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 2022-11-25

Top Stock Holdings

See all holdings

Compare HSBC Infrastructure Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 15,580 cr

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

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

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    6%

    %

    5%

    %

    HSBC Infrastructure Equity Fund (G) Review

    HSBC Infrastructure Equity Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 6.3% over a period of 16 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.

    Nav of HSBC Infrastructure Equity Fund (G) as of 11/25/2022 is ₹27.89 with the total AUM as of 12/3/2022 is ₹116.664. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Infrastructure Equity Fund (G) was launched on Feb 23, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Infrastructure 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 Infrastructure 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 S&P BSE India Infrastructure TR INR.

    HSBC Infrastructure Equity Fund (G) is rated as a 1 fund in Equity and delivered 7.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Infrastructure Equity Fund (G).

    Frequently Asked Questions

    What is HSBC Infrastructure Equity Fund (G)?

    HSBC Infrastructure Equity Fund (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

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

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

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

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

    As per Scripbox experts, HSBC Infrastructure Equity Fund (G) is a Not Recommended fund. You can investHSBC Infrastructure 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 Infrastructure Equity Fund (G)?

    The expense ratio of the HSBC Infrastructure Equity Fund (G) is 2.56% for regular plan.