HSBC Infrastructure Fund Growth

• Alpha -5.70%
• Beta 1.02
• Sharpe Ratio0.87
• Std Deviation 18.08%
• Tracking Error 9.89%

To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of Infrastructure in India. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The HSBC Infrastructure Fund Growth has an AUM of 2270.60 crores & has delivered CAGR of 21.39% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.07%. The minimum investment in HSBC Infrastructure Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, NTPC, Larsen & Toubro Ltd & Reliance Industries.

The major sectors where the fund is invested are Construction Services, Electronic Instr. & Controls, Aerospace & Defense & Electric Utilities.

Some of the similar funds are Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth, HSBC Infrastructure Fund Growth, UTI Infrastructure Fund Regular Plan Growth, Tata Infrastructure Fund Growth, HDFC Infrastructure Fund Growth. HSBC Infrastructure Fund Growth has a sharpe ratio of 0.87 & a standard deviation of 18.08%.