- Mutual Funds
- HSBC Mutual Fund
- HSBC Focused Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.1508
NAV (Oct 15)
Fund Returns
Last 1Y | 39.5% |
Last 3Y | 14.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.6% |
6 Month CAGR | 16.4% |
Scheme Information
The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization.
Expense Ratio | 2.1 |
Launched (0y ago) | 2.1 |
AUM in Crores | 1823.7 |
ISIN | INF336L01PE6 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Focused Fund (G) | 10,57,073 | 3,24,461 | 14.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
8.6%Oil & Natural Gas Corporation Ltd.
5.1%Larsen & Toubro Ltd.
5.1%DLF Ltd.
5.1%Reliance Industries Ltd.
4.3%Allocation by Sector
Financial
21.1%Construction
13.2%Consumer Discretionary
10.5%Energy
9.4%Healthcare
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.5% | 17.7% | ||
25.1% | 22.7% | ||
5.8% | 5.9% | ||
5.6% | 7% | ||
4.4% | 6.6% |
HSBC Focused Fund (G) Review
HSBC Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 23.608% over a period of 4 years. The fund is managed by HSBC Mutual Fund. The fund managers are Cheenu Gupta, Neelotpal Sahai.
Nav of HSBC Focused Fund (G) as of 10/15/2024 is ₹26.15 with the total AUM as of 10/16/2024 is ₹1823.7331. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Focused Fund (G) was launched on 2020-07-22. The category risk of the fund is Above Average.
The minimum SIP amount for HSBC Focused 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 Focused 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 500 Total Return Index.
It is rated as a null fund in Equity and delivered 39.522% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Focused Fund (G).
Frequently Asked Questions
What is HSBC Focused Fund (G)?
How to invest in HSBC Focused Fund (G)?
You can invest in HSBC Focused 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 Focused Fund (G)?
The minimum sip amount for HSBC Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Focused Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Focused Fund (G)?
The expense ratio of the HSBC Focused Fund (G) is 2.1% for regular plan.
What is the NAV of HSBC Focused Fund (G)?
Today's HSBC Focused Fund (G) NAV is ₹26.15.