Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,693 Cr

Lock In Period

N/A

Expense Ratio

2.11

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 ₹23.1107 NAV as of Apr 02,2026 and returns since inception of 49.45%. Minimum investments start at SIP ₹500. The HSBC Focused Fund Growth AUM is ₹1,693 Cr, with a lock-in of N/A years, expense ratio of 2.11%, 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 -9.72% returns, against a category average of -1.15% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.72-1.157.74
6M-7.581.2264.49
1Y4.703.92137.57
3Y14.3310.10202.94

Portfolio Analysis

  • Equity: 96.08%
  • Debt: 3.92%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited8.96%
2. HDFC Bank Limited8.39%

1. Shriram Finance Limited6.06%

1. Eternal Limited2.91%
2. SWIGGY LIMITED2.67%
3. Meesho Limited0.37%

1. Infosys Limited4.22%
2. Pine Labs Limited1.57%

1. Larsen & Toubro Limited5.05%

1. Mankind Pharma Limited2.79%
2. Neuland Laboratories Ltd1.89%

1. GE Vernova T&D India Limited4.55%

1. KEI Industries Limited4.50%

1. Krishna Institute of Medical Science Ltd2.64%
2. Artemis Medicare Services Limited1.77%

1. Nippon Life India Asset Management Ltd4.40%

1. Multi Commodity Exchange of India Ltd.4.33%

1. TVS Motor Company Limited3.89%

1. BLUE STAR LTD3.44%

1. Oil & Natural Gas Corporation Limited3.30%

1. HDB Financial Services Limited2.92%

1. Hindustan Unilever Limited2.76%

1. Tata Motors Commercial Vehicles Limited2.69%

1. KALYAN JEWELLERS INDIA LIMITED2.42%

1. Shadowfax Technologies Limited2.29%

1. Britannia Industries Limited2.13%

1. Epigral Limited1.32%

About Fund

HSBC Focused Fund Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,693 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.11. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Multi-Cap Fund Growth06585.9 CR1.82
This FundWhiteOak Capital Large Cap Fund Growth11148.98 CR2.16
This FundHSBC Focused Fund Growth21693.16 CR2.11
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundAditya Birla Sun Life Multi-Cap Fund Growth1.192549.1213
This FundWhiteOak Capital Large Cap Fund Growth0.162649.2345
This FundHSBC Focused Fund Growth4.702149.4484
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 2.11. 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 : -9.72%
  • 6 Months : -7.58%
  • 1 Year : 4.70%
  • 3 Years : 14.33%
Returns of HSBC Focused Fund Growth are updated daily based on NAV of ₹ 23.1107 as on Apr 02,2026. Since inception, the return has been 49.45%.

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 ₹1,693 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