MF
MFGenie.ai
Sectoral / Thematic

HSBC Financial Services Fund · Direct · Growth

HSBC Mutual Fund

NAV

₹12.6824

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+9.64%
3Y
5Y
Since Inception
+20.05%

SIP returns (XIRR)

1Y
+13.98%
3Y
5Y
Since Inception
+15.74%

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseHSBC Mutual Fund
CategorySectoral / Thematic
Launch Date27 Feb 2025
AMFI Code153266
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadIf the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 90 days from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 90 days from the date of allotment – 1% If units are redeemed or switched out on or after 90 days from the date of allotment – Nil.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with HSBC Financial Services Fund - Regular Growth

Holding% NAV

Investment Objective

HSBC Financial Services Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

HSBC Financial Services Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 1 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations