HSBC Financial Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹929 Cr

Lock In Period

N/A

Expense Ratio

2.43

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(%)
1M1.390.712.59
6M2.952.989.04
1Y11.335.5116.72
3Y0.0015.8462.31

Portfolio Analysis

  • Equity: 96.91%
  • Debt: 3.09%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited9.83%
2. HDFC Bank Limited9.54%
3. Kotak Mahindra Bank Limited4.19%
4. Axis Bank Limited4.04%
5. Karur Vysya Bank Limited3.32%
6. The Federal Bank Limited2.72%
7. RBL Bank Limited2.17%
8. City Union Bank Limited0.89%

1. Nippon Life India Asset Management Ltd5.18%
2. HDFC Asset Management Company Limited3.43%
3. ICICI Prudential AMC Ltd3.31%
4. Canara Robeco Mutual Fund1.31%

1. KFIN Technologies Limited2.05%
2. Motilal Oswal Financial Services2.05%
3. Prudent Corporate Advisory Services Ltd1.96%
4. Max Financial Services Limited1.96%
5. HDB Financial Services Limited1.09%
6. 360 ONE WAM LIMITED1.04%
7. Angel One Limited0.95%
8. Aditya Birla Capital Limited0.58%

1. Shriram Finance Limited4.98%
2. Cholamandalam Invest & Finance Co Ltd2.55%
3. Piramal Finance Ltd1.71%
4. Bajaj Finance Limited1.23%
5. Mahindra & Mahindra Financial Serv Ltd.0.62%

1. Billionbrains Garage Ventures Ltd.3.53%
2. Pine Labs Limited1.89%
3. Seshaasai Technologies Limited0.75%

1. State Bank of India4.64%

1. PNB Housing Finance Limited2.16%
2. Home First Finance Company India Limited1.98%

1. PB Fintech Limited3.03%

1. Multi Commodity Exchange of India Ltd.1.50%
2. BSE Ltd1.37%

1. Housing and Urban Development Corp. Ltd.1.58%

1. CARE Ratings Limited1.17%
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About Fund HSBC Financial Services Fund Growth

HSBC Financial Services Fund Growth managed by HSBC Mutual Fund,is a Banking and Financial Services Fundsscheme with Assets Under Management of ₹929 Crore. The fund benchmarks its performance against the BSE Financial Services Total Return while maintaining an expense ratio of 2.43. 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
WhiteOak Capital Banking & Financial Services Fund Growth0652 CR2.76
Motilal Oswal Financial Services Fund Growth0202 CR2.77
HSBC Financial Services Fund Growth0928 CR2.43
Kotak Banking & Financial Services Fund Growth21,556 CR2.24
Bandhan Financial Services Fund Growth01,114 CR2.43
Fund Name1Y3Y
This FundWhiteOak Capital Banking & Financial Services Fund Growth4.6180
This FundMotilal Oswal Financial Services Fund Growth00
This FundHSBC Financial Services Fund Growth11.33230
This FundKotak Banking & Financial Services Fund Growth6.700645.4724
This FundBandhan Financial Services Fund Growth2.870754.6533

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 2.43. 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 : 1.39%
  • 6 Months : 2.95%
  • 1 Year : 11.33%
  • 3 Years : 0.00%
Returns of HSBC Financial Services Fund Growth are updated daily based on NAV of ₹ 12.7648 as on Aug 20,2026. 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 ₹929 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.