HSBC Infrastructure Equity Fund - OLD Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HSBC Infrastructure Equity Fund - OLD Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

121 Cr

Lock In Period

N/A

Expense Ratio

2.55

Exit Load

Exit load of 1% if redeemed within 1 year from the date of allotment.

Benchmark

BSE India Infrastructure Total Return

Summary

HSBC Infrastructure Equity Fund - OLD Growth NAV is ₹27.8862 as of 31 May, 2026. HSBC Infrastructure Equity Fund - OLD Growth has delivered 84.84% returns since its launch. The minimum SIP investment amount in HSBC Infrastructure Equity Fund - OLD Growth is ₹500. The AUM of HSBC Infrastructure Equity Fund - OLD Growth is ₹121 Cr. The expense ratio of the fund is 2.55%, and its benchmark is BSE India Infrastructure Total Return. The current exit load of the fund is Exit load of 1% if redeemed within 1 year from the date of allotment.. In the last 1M months, HSBC Infrastructure Equity Fund - OLD Growth has delivered 2.72% returns.

HSBC Infrastructure Equity Fund - OLD Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.720.536.01
6M19.021.8222.02
1Y7.645.1940.97
3Y22.7216.59124.29

Portfolio Analysis

  • Equity: 99.23%
  • Debt: 0.77%
  • Others
As on: 2022-10-31
View allocation % by

1. DLF Limited4.15%
2. Container Corporation of India Limited3.50%
3. PNC Infratech Limited2.88%
4. KNR Constructions Limited2.30%
5. Phoenix Mills Limited2.02%
6. Ahluwalia Contracts (India) Limited1.17%
7. NCC Limited1.05%
8. Ashoka Buildcon Limited0.92%

1. Bharat Electronics Limited4.91%
2. Schaeffler India Limited4.11%
3. Carborundum Universal Limited3.01%
4. ABB India Limited2.78%
5. Thermax Limited1.08%

1. Reliance Industries Limited6.97%
2. Gujarat Gas Limited1.72%
3. Hindustan Petroleum Corporation Limited1.59%

1. Larsen & Toubro Limited10.05%

1. KEI Industries Limited6.29%
2. POLYCAB INDIA Limited1.73%

1. NTPC Limited7.74%

1. UltraTech Cement Limited4.45%
2. ACC Limited2.97%

1. Siemens Limited3.03%
2. Honeywell Automation India Limited1.79%

1. APL Apollo Tubes Limited3.22%
2. Jindal Steel & Power Limited0.95%

1. Mahindra Logistics Ltd.3.21%

1. Indraprastha Gas Limited3.19%

1. Ashok Leyland Limited1.78%
2. Sundram Fasteners Limited1.33%

About Fund HSBC Infrastructure Equity Fund - OLD Growth

HSBC Infrastructure Equity Fund - OLD Growth managed by HSBC Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹121 Crore. The fund benchmarks its performance against the BSE India Infrastructure Total Return while maintaining an expense ratio of 2.55. Under the expert guidance of Gautam Bhupal ,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

Gautam Bhupal

Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Peer Comparison

Fund Name1Y3Y
This FundHSBC Infrastructure Fund Growth8.95582.0844
This FundSundaram Infrastructure Advantage Fund Growth11.92785.1479
This FundHSBC Infrastructure Equity Fund - OLD Growth7.466485.6119
This FundDSP India T.I.G.E.R. Fund Growth15.9305105.6358
This FundLIC MF Infrastructure Fund Growth12.0283115.8168

HSBC Infrastructure Equity Fund - OLD Growth FAQs

HSBC Infrastructure Equity Fund - OLD 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 Infrastructure Equity Fund - OLD Growth is 2.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Infrastructure Equity Fund - OLD Growth’s fund performance is as follows:
  • 1 Month : 2.72%
  • 6 Months : 19.02%
  • 1 Year : 7.64%
  • 3 Years : 22.72%
Returns of HSBC Infrastructure Equity Fund - OLD Growth are updated daily based on NAV of ₹ 27.8862 as on Nov 25,2022. Since inception, the return has been 84.84%.

You can invest in HSBC Infrastructure Equity Fund - OLD 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 Infrastructure Equity Fund - OLD Growth is ₹121 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Infrastructure Equity Fund - OLD Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.