Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.27%
1 Month-11.85%
3 Months-12.31%
6 Months-8.52%
1 Year+0.52%
3 Years (CAGR)+13.42%
5 Years (CAGR)+11.17%
10 Years (CAGR)—
Since Inception (Jul 2020)+15.51%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.13%
3 Year SIP+2.65%
5 Year SIP+7.69%
Since Inception (Jul 2020)+9.51%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,693 Cr
Expense Ratio2.11%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date29 Jul 2020
AMFI Code148409
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HSBC Focused Fund - Regular Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
HSBC Focused Fund - Regular Growth is a Focused Fund mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹1,693 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.11%.
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