Formerly HSBC Progressive Themes Gr
₹ 19.6991
NAV (Apr 13)
Not Recommended
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.
Track Record
15 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
82 Cr. Small within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.57 %
Expense Ratio
Feb 23, 2006
Launched (15y ago)
₹ 82
AUM in Crores
INF336L01255
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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Track Record
Diversified
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Diversified
Recommended
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14 Years
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Tax Saving
Recommended
Top Ranked
6 Years
Age
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Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 10,795 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.
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.6%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
4.8%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.3%
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
N/A
3Y returns
Liquid
Top Ranked
₹ 4,000 Cr
Fund Size
5.3%
3Y returns
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HSBC Infrastructure Equity Fund (G) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 4.6% 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.
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.
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 2021-04-13 is ₹ 19.6991. The total AUM (Asset Under Management) of the fund as of 2021-04-14 is ₹ 81.440. The category risk of the HSBC Infrastructure Equity Fund (G) fund is Very High Risk. The fund charges 2.57 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are adani ports & special economic zone ltd,larsen & toubro ltd shs dematerialised and ntpc ltd
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.
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
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.