HSBC Focused Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Focused Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,679 Cr

Lock In Period

N/A

Expense Ratio

2.11

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.

Benchmark

BSE 200 Total Return

Summary

HSBC Focused Fund Growth NAV is ₹26.1665 as of 23 Jun, 2026. HSBC Focused Fund Growth has delivered 52.18% returns since its launch. The minimum SIP investment amount in HSBC Focused Fund Growth is ₹500. The AUM of HSBC Focused Fund Growth is ₹1,679 Cr. The expense ratio of the fund is 2.11%, and its benchmark is BSE 200 Total Return. The current exit load of the fund 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 last 1M months, HSBC Focused Fund Growth has delivered 3.24% returns.

HSBC Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.24-1.2110.11
6M1.901.2164.49
1Y6.313.62137.57
3Y15.0210.79202.94

Portfolio Analysis

  • Equity: 95.54%
  • Debt: 4.46%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited7.71%
2. HDFC Bank Limited6.65%
3. RBL Bank Limited2.26%

1. Eternal Limited2.98%
2. SWIGGY LIMITED2.30%

1. Infosys Limited3.80%
2. Pine Labs Limited1.20%

1. Larsen & Toubro Limited4.85%

1. Krishna Institute of Medical Science Ltd2.71%
2. Artemis Medicare Services Limited2.03%

1. Multi Commodity Exchange of India Ltd.4.66%

1. GE Vernova T&D India Limited4.60%

1. Nippon Life India Asset Management Ltd4.59%

1. Shriram Finance Limited4.51%

1. Reliance Industries Limited4.41%

1. KEI Industries Limited4.23%

1. Shadowfax Technologies Limited3.68%

1. TVS Motor Company Limited3.40%

1. Mankind Pharma Limited2.97%

1. BLUE STAR LTD2.84%

1. HDB Financial Services Limited2.78%

1. Hindustan Unilever Limited2.56%

1. Oil & Natural Gas Corporation Limited2.37%

1. TD Power Systems Limited2.36%

1. Hyundai Motor India Limited2.29%

1. KALYAN JEWELLERS INDIA LIMITED2.11%

1. Britannia Industries Limited1.86%

1. Epigral Limited1.73%

1. Ganesha Ecosphere Ltd.1.10%

About Fund HSBC Focused Fund Growth

HSBC Focused Fund Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,679 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.

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
Union Retirement Fund Growth0198.13 CR2.42
ITI Value Fund Growth1351.13 CR2.4
HSBC Focused Fund Growth21679.42 CR2.11
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundUnion Retirement Fund Growth6.042951.9553
This FundITI Value Fund Growth4.623751.985
This FundHSBC Focused Fund Growth6.310652.1764
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

HSBC Focused Fund Growth 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 : 3.24%
  • 6 Months : 1.90%
  • 1 Year : 6.31%
  • 3 Years : 15.02%
Returns of HSBC Focused Fund Growth are updated daily based on NAV of ₹ 26.1665 as on Jun 19,2026. Since inception, the return has been 52.18%.

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 ₹1,679 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.