Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,491 Cr

Lock In Period

N/A

Expense Ratio

2.14

Benchmark

BSE 200 Total Return

Exit Load

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

Summary

Latest details for HSBC Focused Fund Growth include a ₹25.7379 NAV as of Apr 22,2026 and returns since inception of 63.29%. Minimum investments start at SIP ₹500. The HSBC Focused Fund Growth AUM is ₹1,491 Cr, with a lock-in of N/A years, expense ratio of 2.14%, and benchmark BSE 200 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 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 10.70% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.70-0.6613.98
6M0.431.1064.49
1Y10.054.11137.57
3Y17.7611.90202.94

Portfolio Analysis

  • Equity: 96.21%
  • Debt: 3.79%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited8.33%
2. HDFC Bank Limited7.36%

1. Infosys Limited4.61%
2. Pine Labs Limited1.47%

1. Eternal Limited3.07%
2. SWIGGY LIMITED2.62%

1. Shriram Finance Limited5.09%

1. Reliance Industries Limited5.05%

1. Mankind Pharma Limited2.83%
2. Neuland Laboratories Ltd2.02%

1. Multi Commodity Exchange of India Ltd.4.81%

1. Larsen & Toubro Limited4.70%

1. GE Vernova T&D India Limited4.52%

1. Nippon Life India Asset Management Ltd4.30%

1. Krishna Institute of Medical Science Ltd2.50%
2. Artemis Medicare Services Limited1.72%

1. TVS Motor Company Limited3.84%

1. Oil & Natural Gas Corporation Limited3.82%

1. KEI Industries Limited3.66%

1. BLUE STAR LTD3.24%

1. Hindustan Unilever Limited2.76%

1. HDB Financial Services Limited2.63%

1. KALYAN JEWELLERS INDIA LIMITED2.52%

1. Shadowfax Technologies Limited2.47%

1. Britannia Industries Limited2.18%

1. Tata Motors Commercial Vehicles Limited1.59%

1. Epigral Limited1.36%

1. Ganesha Ecosphere Ltd.1.14%

About Fund

HSBC Focused Fund Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,491 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.14. Under the expert guidance of Neelotpal Sahai ,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

Neelotpal Sahai

Mr. Sahai holds B.Tech from IT-BHU and PGDM from IIM. He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios and generating stock ideas, in his previous assignment in Motilal Oswal Securities Ltd, he was designated as Senior Research Analyst, before which in Infosys Technologies Ltd, he was designated as Senior Project Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Bharat Consumption Fund - Series 3 Growth0201.47 CR1.38
This FundHSBC Focused Fund Growth21490.66 CR2.14
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundICICI Prudential Bharat Consumption Fund - Series 3 Growth24.529763.215
This FundHSBC Focused Fund Growth10.046963.2866
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

HSBC Focused 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 Focused Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 10.70%
  • 6 Months : 0.43%
  • 1 Year : 10.05%
  • 3 Years : 17.76%
Returns of HSBC Focused Fund Growth are updated daily based on NAV of ₹ 25.7379 as on Apr 22,2026. Since inception, the return has been 63.29%.

You can invest in HSBC Focused 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 Focused Fund Growth is ₹1,491 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Focused 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