HSBC Focused Fund

Equity · Focused
500
Min SIP
5,000
Min Lumpsum
0.96 %
Expense Ratio
Rating
1,359
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.4% - - 21.8%
Category Average 15.6% 29.7% 12.3% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
9.74%
ICICI Bank
9.45%
Infosys
5.53%
Reliance Industr
5.34%
ITC
4.69%
Others
65.25%
Banks
29.78%
IT-Software
10.49%
Diversified FMCG
9.21%
Industrial Products
6.8%
Petroleum Products
5.34%
Others
38.38%
Equity
96.49%
Reverse Repos
3.79%
Net Curr Ass/Net Receivables
-0.28%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.

Fund Objective

To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Neelotpal Sahai - Fund Manager

Mr Neelotpal Sahai, a top fund manager at HSBC Asset Management India, is known for creating a new asset class of debt opportunistic income funds. This means he is driven to seek out bonds and income-producing instruments with high coupon rates, which he aims to convert into higher yields.

This is in a market where the average income fund returns around 6.25% per annum, but Mr Sahai’s flagship fund, HSBC India Income Fund (G), has generated a compounded annual growth rate of over 15% since its launch in 1999. Mr Sahai is a Chartered Accountant by education and has over 18 years of experience in the financial services industry, having worked with HSBC since 1991.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

Frequently Asked Questions

How to invest in HSBC Focused Fund ?

You can invest in HSBC Focused Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Focused Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Focused Fund ?

The NAV of HSBC Focused Fund is ₹17.5 as of 26 May 2023.

How to redeem HSBC Focused Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Focused Fund?

The minimum SIP amount of HSBC Focused Fund is ₹500

What are the top sectors HSBC Focused Fund has invested in??

The top sectors HSBC Focused Fund has invested in are
  1. HDFC Bank - 9.74%
  2. ICICI Bank - 9.45%
  3. Infosys - 5.53%
  4. Reliance Industr - 5.34%
  5. ITC - 4.69%

How much returns have HSBC Focused Fund generated ?

The HSBC Focused Fund has delivered 21.8% since inception

What is the expense ratio of HSBC Focused Fund ?

The expense ratio of HSBC Focused Fund is 0.96 % as of 26 May 2023.

What is the AUM of HSBC Focused Fund?

The AUM of HSBC Focused Fund is ₹12,789 Cr as of 26 May 2023

What are the top stock holdings of HSBC Focused Fund?

The top stock holdings of HSBC Focused Fund are
  1. HDFC Bank - 9.74%
  2. ICICI Bank - 9.45%
  3. Infosys - 5.53%
  4. Reliance Industr - 5.34%
  5. ITC - 4.69%
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