HSBC Focused Fund Growth Return

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This Fund:
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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)

₹1,773 Cr

Lock In Period

N/A

Expense Ratio

2.22

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

HSBC Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.610.229.01
6M8.552.3725.64
1Y11.735.2629.36
3Y15.6513.2490.16

Portfolio Analysis

  • Equity: 92.64%
  • Debt: 7.36%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited8.34%
2. HDFC Bank Limited6.33%
3. RBL Bank Limited2.33%

1. Krishna Institute of Medical Science Ltd2.72%
2. Artemis Medicare Services Limited2.10%
3. Manipal Health Enterprises Limited1.15%

1. Eternal Limited3.41%
2. SWIGGY LIMITED2.41%

1. Shriram Finance Limited4.72%

1. Larsen & Toubro Limited4.44%

1. Reliance Industries Limited4.43%

1. Infosys Limited4.14%

1. TVS Motor Company Limited4.14%

1. Shadowfax Technologies Limited4.11%

1. Multi Commodity Exchange of India Ltd.4.02%

1. Nippon Life India Asset Management Ltd3.93%

1. KALYAN JEWELLERS INDIA LIMITED3.46%

1. KEI Industries Limited3.38%

1. GE Vernova T&D India Limited3.05%

1. Mankind Pharma Limited2.93%

1. BLUE STAR LTD2.85%

1. HDB Financial Services Limited2.71%

1. Tata Motors Limited2.46%

1. Hyundai Motor India Limited2.46%

1. Oil & Natural Gas Corporation Limited2.05%

1. TD Power Systems Limited1.91%

1. Hindustan Unilever Limited1.78%
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About Fund HSBC Focused Fund Growth

HSBC Focused Fund Growth managed by HSBC Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,773 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.22. 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
Bandhan Focused Fund Growth22,086 CR2.28
Kotak Focused Fund Growth44,457 CR2.03
HSBC Focused Fund Growth21,772 CR2.22
ITI Focused Fund Growth0612 CR2.59
Invesco India Focused Fund Growth46,065 CR1.97
Fund Name1Y3Y
This FundBandhan Focused Fund Growth3.147150.3743
This FundKotak Focused Fund Growth9.929653.6889
This FundHSBC Focused Fund Growth11.733354.6838
This FundITI Focused Fund Growth11.789165.2755
This FundInvesco India Focused Fund Growth6.737682.8676

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 2.22. 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 : 6.61%
  • 6 Months : 8.55%
  • 1 Year : 11.73%
  • 3 Years : 15.65%
Returns of HSBC Focused Fund Growth are updated daily based on NAV of ₹ 27.7525 as on Aug 28,2026. Since inception, the return has been 54.68%.

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 ₹1,773 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.