HSBC India Export Opportunities Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,176.20 Cr
Expense Ratio
2.20%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
25 Sep 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.46% | -- |
| 3 Months | +9.31% | -- |
| 6 Months | +3.95% | -- |
| 1 Year | +8.65% | +8.65% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +4.22% | +2.47% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Avalon Technologies | 56.80 | 4.83 |
| Reliance Industries | 51.33 | 4.36 |
| Larsen & Toubro Ltd | 50.61 | 4.30 |
| Pearl Global Industries | 42.76 | 3.63 |
| Hindalco Industries | 42.12 | 3.58 |
| GE Vernova T&D India | 41.58 | 3.53 |
| TVS Motor Company | 35.75 | 3.04 |
| Divi's Laboratories | 35.22 | 2.99 |
| Bharti Airtel | 34.83 | 2.96 |
| Varun Beverages | 34.22 | 2.91 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth | +14.92% | +21.3% | +14.03% |
| HSBC Business Cycles Regular Growth | -4.92% | +15.9% | +15.04% |
| HDFC Housing Opportunities Fund Regular Growth | -5.06% | +13.58% | +12.66% |
| Axis Innovation Fund Regular Growth | +2.29% | +14.3% | +11.12% |
| HSBC India Export Opportunities Fund Regular Growth | +8.65% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns
The HSBC India Export Opportunities Fund Regular Growth has an AUM of 1176.20 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 2.20%. The minimum investment in HSBC India Export Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Avalon Technologies, Reliance Industries, Larsen & Toubro Ltd, Pearl Global Industries.
The major sectors where the fund is invested are Biotechnology & Drugs, Electronic Instr. & Controls, Apparel/Accessories, Metal Mining.
Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, HSBC Business Cycles Regular Growth, HDFC Housing Opportunities Fund Regular Growth, Axis Innovation Fund Regular Growth, HSBC India Export Opportunities Fund Regular Growth. HSBC India Export Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating HSBC India Export Opportunities Fund Regular Growth has a Medium risk & Moderate return.
HSBC India Export Opportunities Fund Regular Growth is managed by Abhishek Gupta,Siddharth Vora,Mayank Chaturvedi.
The expense ratio of HSBC India Export Opportunities Fund Regular Growth is 2.20%.
The 5 year annualized return on HSBC India Export Opportunities Fund Regular Growth is 0.00% & it has generated 8.65% in the last 1 year.
The minimum investment in HSBC India Export Opportunities Fund Regular Growth is 5000 Rs.
HSBC India Export Opportunities Fund Regular Growth has an AUM of 1176.20 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.