HSBC Focused Equity Fund - Growth - Direct Plan

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  • (-0.31%)Nav, as on 01-02-2023

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  • Net Change on 01-02-2023

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 -6.70 12.96 11.17 0.69 27,818.57
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated -15.09 6.85 8.03 0.67 16,723.86
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 3.34 18.95 11.73 1.02 8,413.74
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 0.22 19.17 10.25 1.20 6,235.59
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated -1.52 13.59 9.67 1.00 5,875.22

Fund Holdings as on 31-December-2022

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • Axis Bank Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • ITC Limited

  • Sun Pharmaceutical Industries Limited

  • Maruti Suzuki India Limited

  • Treps

  • Tata Consultancy Services Limited

  • Bharti Airtel Limited

  • Titan Company Limited

  • DLF Limited

  • SBI Life Insurance Company Limited

  • Rainbow Children's Medicare Ltd.

  • KEI Industries Limited

  • Dixon Technologies (India) Limited

  • Coforge Limited

  • PI Industries Litmited

  • SRF Limited

  • Ambuja Cements Limited

  • Tata Motors Limited

  • Avenue Supermarts Limited

  • APL Apollo Tubes Limited

  • Net Current Assets (including cash & bank balances)

  • Aarti Pharmalabs Ltd *

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Household & Personal Products

  • Bank - Public

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Construction - Real Estate

  • Insurance

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Cable

  • Pesticides & Agrochemicals

  • Diversified

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Retailing

  • Steel & Iron Products

  • Unspecified

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Fund Manager

  • Education:PGDM(IIM), B.Com
  • Experience:7 Years
  • Basic Details:Mr. Ankur Arora has more than 7 years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.
  • Funds Managed:
  • HSBC Focused Fund
  • HSBC Focused Fund
  • HSBC Large Cap Fund
  • HSBC Business Cycles Fund

  • Cash

  • Equity

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About HSBC Focused Fund

Scheme Analysis

HSBC Focused Fund is a Equity - Focused Fund fund and belongs to HSBC Mutual Fund. It was launched on 22-Jul-2020 and currently has an AUM of ₹1,440.03 crore. HSBC Focused Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HSBC Focused Fund ended down ₹-0.05(-0.31%)yesterday to ₹16.2031.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The HSBC Focused Fund is managed by Ankur Arora and Neelotpal Sahai.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033