HSBC Focused Fund Regular Growth
- Focused Fund
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹1,678.47 Cr
Expense Ratio
2.11%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
29 Jul 2020
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.49% | -- |
| 3 Months | -0.33% | -- |
| 6 Months | -2.17% | -- |
| 1 Year | -0.09% | -0.09% |
| 2 Years | -- | +4.45% |
| 3 Years | +46.64% | +13.61% |
| 5 Years | +76.66% | +12.05% |
| Since Launch | +148.44% | +16.8% |
Holdings as on 9 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 130.14 | 7.75 |
| HDFC Bank | 115.76 | 6.90 |
| Larsen & Toubro Ltd | 80.28 | 4.78 |
| Reliance Industries | 80.13 | 4.77 |
| Multi Commodity Exchange Of India | 78.75 | 4.69 |
| Shriram Finance | 74.99 | 4.47 |
| GE Vernova T&D India | 71.46 | 4.26 |
| Nippon Life India Asset Management | 70.70 | 4.21 |
| Treps | 68.31 | 4.07 |
| KEI Industries | 65.58 | 3.91 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.60
Sharpe Ratio
16.89%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Focused Fund Regular Growth | -0.09% | +13.61% | +12.05% |
| Bandhan Focused Fund - Regular Plan - Growth | -3.13% | +14.1% | +11.47% |
| Tata Focused Fund Regular Growth | -3.17% | +11.2% | +10.71% |
| Sundaram Focused Fund Growth | -3.92% | +9.77% | +9.16% |
| Motilal Oswal Focused Regular Growth | +4.78% | +9.88% | +7.79% |
Results are calculated on CAGR basis
About Fund
To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.
The HSBC Focused Fund Regular Growth has an AUM of 1678.47 crores & has delivered CAGR of 12.05 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in HSBC Focused Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Larsen & Toubro Ltd, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Investment Services, Consumer Financial Services, Electronic Instr. & Controls.
Some of the similar funds are HSBC Focused Fund Regular Growth, Bandhan Focused Fund - Regular Plan - Growth, Tata Focused Fund Regular Growth, Sundaram Focused Fund Growth, Motilal Oswal Focused Regular Growth. HSBC Focused Fund Regular Growth has a sharpe ratio of 0.60 & a standard deviation of 16.89%.
FAQs
According to the morning star rating HSBC Focused Fund Regular Growth has a Medium risk & Exceptional return.
HSBC Focused Fund Regular Growth is managed by Neelotpal Sahai,Sonal Gupta,Mayank Chaturvedi.
The expense ratio of HSBC Focused Fund Regular Growth is 2.11%.
The 5 year annualized return on HSBC Focused Fund Regular Growth is 12.05% & it has generated -0.09% in the last 1 year.
The minimum investment in HSBC Focused Fund Regular Growth is 5000 Rs.
HSBC Focused Fund Regular Growth has an AUM of 1678.47 crores.
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