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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 ₹24.0478 NAV as of Mar 12,2026 and returns since inception of 56.62%. 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 -6.84% returns, against a category average of -1.33% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.84 | -1.33 | 7.74 |
| 6M | -3.35 | 1.95 | 64.49 |
| 1Y | 14.01 | 5.28 | 137.57 |
| 3Y | 16.13 | 12.25 | 202.94 |
Portfolio Analysis
- Equity: 92.09%
- Debt: 7.91%
- Others
As on: 2026-01-31
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Focused Fund Growth | 2 | 1057.27 CR | 2.18 |
| This FundKotak Business Cycle Fund Growth | 0 | 3002.14 CR | 1.93 |
| This FundHSBC Focused Fund Growth | 2 | 1693.16 CR | 2.11 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Focused Fund Growth | 9.0251 | 56.2977 |
| This FundKotak Business Cycle Fund Growth | 11.1305 | 56.3209 |
| This FundHSBC Focused Fund Growth | 14.0063 | 56.6243 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 : -6.84%
- 6 Months : -3.35%
- 1 Year : 14.01%
- 3 Years : 16.13%
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