HSBC India Export Opportunities Fund Regular Growth

+

Invest

Explore On

Equity
Equity - Other
Rating N.A.
Plan

9.87 -0.05 (-0.51%) NAV as on 10 Dec, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1493.36
CAGR -4.69%
Exit Load1.00%
Expense ratio2.11%
CategoryEquity
Min Investment5000
Min SIP1000
Launch Date2024-09-25

Asset Allocation

Holdings As On - 11 December 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Avalon Technologies
78.12
4.95%

Reliance Industries
74.31
4.71%

Larsen and Toubro
65.55
4.15%

Bharti Airtel
63.18
4.00%

TVS Motor Company
61.87
3.92%

eClerx Services
60.32
3.82%

Hindalco Industries
51.39
3.26%

HDFC Bank
50.83
3.22%

GE Vernova T&D India
50.61
3.21%

Peer Comparison

Fund Name
DSP Natural Resources & New Energy Fund Regular Plan Growth2.78%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth6.4%
Bandhan Business Cycle Fund Regular Growth-1.46%
HSBC India Export Opportunities Fund Regular Growth-4.69%
Quant Momentum Fund Regular Growth-4.07%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 1493.36 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 2.11%. 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 & - respectively.

The top holdings of the fund include Avalon Technologies, Reliance Industries, Larsen and Toubro & Bharti Airtel.

The major sectors where the fund is invested are Biotechnology & Drugs, Software & Programming, Electronic Instr. & Controls & Computer Services.

Some of the similar funds are DSP Natural Resources & New Energy Fund Regular Plan Growth, ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth, Bandhan Business Cycle Fund Regular Growth, HSBC India Export Opportunities Fund Regular Growth, Quant Momentum Fund Regular Growth. HSBC India Export Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.