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3 Year return
19.51%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1650.01 Cr.
Expense Ratio
0.91% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HSBC Mutual Fund Managers
NS
Neelotpal Sahai
Fund Manager since Apr 2022
Fund House Details
HSBC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential Focused Equity Fund Direct Plan IDCW Payout |
24.54% |
3.5 |
Quant Focused Fund IDCW Direct Plan Payout |
22.57% |
3 |
360 One Focused Equity Fund Direct Plan Dividend Payout |
22.24% |
2.5 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
About HSBC Focused Fund Direct Growth
The HSBC Focused Fund Direct Growth is an equity fund managed by HSBC Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Focused funds invest in a small number of companies that the fund manager believes have the potential to outperform the market. This gives the fund the potential for higher returns than investing in a broader index fund. The HSBC Focused Fund Direct Growth invests in a diversified portfolio of equity shares. The fund aims to generate long-term capital appreciation by investing in these companies.
Investment Objectives of the Scheme
The investment objective of the HSBC Focused Fund Direct Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares. The fund will invest at least 80% of its assets in equity shares.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.91% |
Fund Manager | Neelotpal Sahai |
Fund Size | ₹1650.01 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The HSBC Focused Fund Direct Growth is a good option for investors who are looking for long-term capital appreciation. The fund invests in a small number of companies that the fund manager believes have the potential to outperform the market. However, the fund is more risky than investing in a broader index fund. There is a risk of losing money if the companies that the fund invests in do not perform as well as expected.
AMC Contact Details
Name | HSBC Mutual Fund |
Launch Date | May 2002 |
Addresss | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
Contact | 1800-200-2434 / 1800 4190 200 |
investor.line@mutualfunds.hsbc.co.in | |
Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.