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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹747 Cr
Lock In Period
N/A
Expense Ratio
2.29
Benchmark
BSE Financial Services Total Return
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.
Summary
Latest details for HSBC Financial Services Fund Growth include a ₹12.2041 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The HSBC Financial Services Fund Growth AUM is ₹747 Cr, with a lock-in of N/A years, expense ratio of 2.29%, and benchmark BSE Financial Services Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 14.24% returns, against a category average of 1.70% and a category best of 26.98%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 14.24 | 1.70 | 26.98 |
| 6M | 2.95 | 1.25 | 96.54 |
| 1Y | 9.87 | 4.55 | 251.54 |
| 3Y | 0.00 | 13.61 | 332.92 |
Portfolio Analysis
- Equity: 96.01%
- Debt: 3.99%
- Others
As on: 2026-03-31
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About Fund
HSBC Financial Services Fund Growth managed by HSBC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹747 Crore. The fund benchmarks its performance against the BSE Financial Services Total Return while maintaining an expense ratio of 2.29. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 373.05 CR | 2.36 |
| This FundLIC MF Consumption Fund Growth | 0 | 435.65 CR | 2.51 |
| This FundHSBC Financial Services Fund Growth | 0 | 746.86 CR | 2.29 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1798.21 CR | 2.1 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 599.16 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 0 |
| This FundLIC MF Consumption Fund Growth | 0 | 0 |
| This FundHSBC Financial Services Fund Growth | 9.867 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 10.9367 | 112.3944 |
| This FundNippon India Taiwan Equity Fund Growth | 246.7021 | 315.2486 |
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 2.29. 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 : 14.24%
- 6 Months : 2.95%
- 1 Year : 9.87%
- 3 Years : 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 ₹747 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.
Min Inv Amount: ₹500