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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.
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
Moderately Low
Moderate
Moderately High
High
High Risk
2.56%
Expense Ratio
23rd Feb, 2006
Launched (14y ago)
₹
72
AUM in Crores
INF336L01255
ISIN
No Lock-in
Lock-in
S&P BSE India Infrastructure Index INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Gautam Bhupal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of 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
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
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About HSBC Infrastructure Equity Fund (Growth)
About HSBC Infrastructure Equity Fund (Growth)
HSBC Infrastructure Equity Fund (Growth) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 2.03% over a period of 14 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2006-02-23. The NAV of the fund as of 2020-10-27 is ₹ 13.43. The total AUM of the fund as of 2020-10-27 is ₹ 72 Cr. The category risk of the fund is High Risk
The fund charges 2.56 % as expense ratio.
HSBC Infrastructure Equity Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 98.8% in this asset class.
The top three holdings of the fund are reliance industries ltd, adani ports & special economic zone ltd and larsen & toubro ltd.
HSBC Infrastructure Equity Fund (Growth) 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 (Growth) 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.
