HSBC Focused Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.77
• Std Deviation 14.23%
• Tracking Error 0.00%

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 1754.07 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Multi Commodity Exchange Of India, Treps & Sun Pharmaceutical Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electronic Instr. & Controls & Oil & Gas Operations.

Some of the similar funds are Bandhan Focused Equity Fund - Regular Plan - Growth, Tata Focused Equity Fund Regular Growth, Quant Focused fund Growth, Mahindra Manulife Focused Fund Regular Growth, HSBC Focused Fund Regular Growth. HSBC Focused Fund Regular Growth has a sharpe ratio of 0.77 & a standard deviation of 14.23%.