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Business News/Market/Market Stats/    HSBC Focused Fund Regular Growth

HSBC Focused Fund Regular Growth

+
  • Equity
  • Focused Fund
  • Rating 3
  • Plan
22.57 +0.09 (0.41%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1650.01
  • CAGR 35.27%
  • Exit Load1.00%
  • Expense ratio2.13%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2020-07-29

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • DLF
  • 71.35
  • 4.32%
  • Treps
  • 64.16
  • 3.89%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.01
  • Std Deviation 14.07%
  • Tracking Error 0.00%

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 1650.01 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 2.13%. 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, HDFC Bank, Larsen & Toubro & Oil & Natural Gas Corporation.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Oil & Gas Operations.

 

Some of the similar funds are Mahindra Manulife Focused Fund Regular Growth, Bandhan Focused Equity Fund - Regular Plan - Growth, Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth. HSBC Focused Fund Regular Growth has a sharpe ratio of 1.01 & a standard deviation of 14.07%.

FAQs about HSBC Focused Fund Regular Growth

According to the morning star rating HSBC Focused Fund Regular Growth has a Moderate risk & Exceptional return.
HSBC Focused Fund Regular Growth is managed by Neelotpal Sahai,Cheenu Gupta.
The expense ratio of HSBC Focused Fund Regular Growth is 2.13%.
The 5 year annualized return on HSBC Focused Fund Regular Growth is 0.00% & it has generated 35.27% 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 1650.01 crores.
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