HSBC Focused Fund Direct Growth

Equity
Focused
Very High Risk
17.12%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
All
NAV: 24 May 2024₹23.81
Min. SIP amount₹500
Rating3
Fund size₹1,650.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA37.5%17.1%22.7%
Category averageNA39.3%18.6%NA
Rank with in categoryNA4746NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity8.71%
EnergyEquity5.68%
ConstructionEquity5.63%
FinancialEquity5.53%
ConstructionEquity5.43%
EnergyEquity4.61%
HealthcareEquity4.13%
FinancialEquity4.00%
Consumer DiscretionaryEquity3.63%
TechnologyEquity3.48%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

Lower expense ratio: 0.91%
Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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