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HSBC Financial Services Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Financial Services Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹927 Cr

Lock In Period

N/A

Expense Ratio

2.44

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 90 days from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 90 days from the date of allotment - 1%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Benchmark

BSE Financial Services Total Return

HSBC Financial Services Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.07-0.597.93
6M3.732.0265.84
1Y7.404.21129.66
3Y0.0011.16242.05

Portfolio Analysis

  • Equity: 97.04%
  • Debt: 2.96%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited9.44%
2. HDFC Bank Limited8.99%
3. Axis Bank Limited4.43%
4. Kotak Mahindra Bank Limited4.22%
5. Karur Vysya Bank Limited2.88%
6. The Federal Bank Limited2.51%
7. RBL Bank Limited2.14%
8. City Union Bank Limited0.90%

1. Nippon Life India Asset Management Ltd5.83%
2. ICICI Prudential AMC Ltd3.53%
3. HDFC Asset Management Company Limited3.00%
4. Canara Robeco Mutual Fund1.24%

1. Motilal Oswal Financial Services2.30%
2. Max Financial Services Limited2.08%
3. KFIN Technologies Limited1.93%
4. Prudent Corporate Advisory Services Ltd1.79%
5. HDB Financial Services Limited1.19%
6. Angel One Limited1.05%
7. 360 ONE WAM LIMITED0.99%
8. Aditya Birla Capital Limited0.56%

1. Shriram Finance Limited4.97%
2. Cholamandalam Invest & Finance Co Ltd2.47%
3. Piramal Finance Ltd1.80%
4. Bajaj Finance Limited1.09%

1. Billionbrains Garage Ventures Ltd.3.02%
2. Pine Labs Limited2.14%
3. Seshaasai Technologies Limited0.30%

1. State Bank of India4.64%

1. PNB Housing Finance Limited2.14%
2. Home First Finance Company India Limited1.42%
3. Bajaj Housing Finance Ltd0.83%

1. Housing and Urban Development Corp. Ltd.1.66%
2. Power Finance Corporation Limited1.65%

1. PB Fintech Limited3.09%

1. Multi Commodity Exchange of India Ltd.1.58%
2. BSE Ltd1.46%

1. CARE Ratings Limited1.13%

About Fund HSBC Financial Services Fund Growth

HSBC Financial Services Fund Growth managed by HSBC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹927 Crore. The fund benchmarks its performance against the BSE Financial Services Total Return while maintaining an expense ratio of 2.44. Under the expert guidance of Gautam Bhupal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Gautam Bhupal

Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
The Wealth Company Ethical Fund Growth038 CR2.77
Bank of India Business Cycle Fund Growth0463 CR2.57
HSBC Financial Services Fund Growth0926 CR2.44
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundThe Wealth Company Ethical Fund Growth00
This FundBank of India Business Cycle Fund Growth0.42510
This FundHSBC Financial Services Fund Growth7.40170
This FundHDFC Defence Fund Growth18.3039173.2074
This FundNippon India Taiwan Equity Fund Growth126.5477228.1783

HSBC Financial Services Fund Growth FAQs

HSBC Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Financial Services Fund Growth is 2.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Financial Services Fund Growth’s fund performance is as follows:
  • 1 Month : 2.07%
  • 6 Months : 3.73%
  • 1 Year : 7.40%
  • 3 Years : 0.00%
Returns of HSBC Financial Services Fund Growth are updated daily based on NAV of ₹ 12.7039 as on Jul 17,2026. Since inception, the return has been 0.00%.

You can invest in HSBC Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Financial Services Fund Growth is ₹927 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.