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Formerly L&T Infrastructure Gr

HSBC Mutual Funds

HSBC Infrastructure Fund (Growth)

EquitySectoral / Thematic - Infra

39.7414

NAV (Feb 26)

22.3%
5 Year CAGR
Scripbox Opinion
Neutral
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

Category Leader

The fund has been a Category Leader on the Fund Size metric

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

39.7414

NAV (Feb 26)

Fund Returns

Last 1Y
56.8%
Last 3Y
30.9%
Last 5Y
22.3%
Last 10Y
21.2%
Since Inception
8.8%
6 Month CAGR
22.6%

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
2.07
Launched (17y ago)
Sep 27, 2007
AUM in Crores
2202.232
ISIN
INF917K01536
Lock-in
No Lock-in
Benchmark
Nifty Infrastructure TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.5
Standard Deviation (5yr)
21.7
Beta (3yr)
0.84
Beta (5yr)
0.97
Sharpe Ratio (3yr)
1.736
Sharpe Ratio (5yr)
0.795
YTM
0
Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Gautam Bhupal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Infrastructure Fund (Growth)70%12,95,811 5,63,19922.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-26

Top Stock Holdings

larsen & toubro ltd

8.8%
8.8%

ntpc ltd

7.8%
7.8%

bharat electronics ltd

6.6%
6.6%

reliance industries ltd

4.1%
4.1%

ultratech cement ltd

4.1%
4.1%
See all holdings

Allocation by Sector

industrials

55.6%
55.6%

basic materials

15.8%
15.8%

utilities

7.8%
7.8%

energy

6.2%
6.2%

real estate

4.8%
4.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,456 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
022-66145000
hsbcmf@camsonline.com
Fund NameScripbox Opinion
Till Date CAGR

5.4%

7.3%

27.2%

17.1%

21%

15.7%

5.1%

6.2%

5.4%

%

HSBC Infrastructure Fund (G) Review

HSBC Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 8.8% over a period of 16 years. The fund was previously known as L&T Infrastructure Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Sonal Gupta, Venugopal Manghat.

Nav of HSBC Infrastructure Fund (G) as of 2/26/2024 is ₹39.74 with the total AUM as of 2/27/2024 is ₹2202.232. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Infrastructure Fund (G) was launched on Sep 27, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Infrastructure 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 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 Nifty Infrastructure TR INR.

HSBC Infrastructure Fund (G) is rated as a 2 fund in Equity and delivered 56.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Infrastructure Fund (G).

Frequently Asked Questions

What is HSBC Infrastructure Fund (G)?

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

How to invest in HSBC Infrastructure Fund (G)?

You can invest in HSBC Infrastructure 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 Fund (G)?

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

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

As per Scripbox experts, HSBC Infrastructure Fund (G) is a Neutral fund. You can investHSBC Infrastructure 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 Fund (G)?

The expense ratio of the HSBC Infrastructure Fund (G) is 2.07% for regular plan.