HSBC India Export Opportunities Fund · Regular · Growth
NAV
₹10.6696
as of 17 Jun 2026
Expense Ratio
2.18%
AUM
₹1,267 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.92%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.83%
SIP returns (XIRR)
- 1Y
- +17.91%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.76%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹11,179
Benchmark
₹10,590
+₹589 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹10,500
Invested
₹11,179
Value today
7.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹5,111
Value today
1.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,73,057
Value today
+9.7%
vs lumpsum
STP beat direct lumpsum by 9.7% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.03
Sharpe Ratio
+0.02
Alpha
0.53
Beta
-0.03
Sortino
17.15%
Std Dev
-19.46%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Pharmaceuticals & Biotechnology12.00%
- Electrical Equipment11.00%
- Automobiles7.00%
- Textiles & Apparels7.00%
- Non - Ferrous Metals6.00%
- IT - Software5.00%
- Agricultural Food & other Products5.00%
- Chemicals & Petrochemicals5.00%
- Construction4.00%
- Commercial Services & Supplies4.00%
- Banks4.00%
- Petroleum Products4.00%
Each sector links to the mutual funds most exposed to it.
Thinking about HSBC India Export Opportunities Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Avalon Technologies Limited4.83%
- 2Reliance Industries Limited4.36%
- 3Larsen & Toubro Limited4.30%
- 4Pearl Global Industries Limited3.63%
- 5Hindalco Industries Limited3.58%
- 6Ge Vernova T&D India Limited3.53%
- 7Tvs Motor Company Limited3.04%
- 8Divi''S Laboratories Limited2.99%
- 9Bharti Airtel Limited2.96%
- 10Varun Beverages Limited2.91%
Investment Objective
HSBC India Export Opportunities Fund · Regular · 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 India Export Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,267 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.18%.
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