HSBC Focused Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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
HSBC Focused Fund - Regular Growth -0.12 5.86 3.64 15.87 19.82 19.72
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.)
HSBC Focused Fund - Regular Growth Jul 22, 2020 Unrated 3.64 15.87 19.82 2.11 1,686.06
SBI Focused Fund - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 6.61 14.33 18.81 1.57 37,936.17
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 4.31 9.19 13.49 1.74 12,585.12
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 1.50 16.56 23.74 1.76 12,421.39
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 6.05 21.53 24.08 1.71 12,380.36
Nippon India Focused Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 1.56 13.89 21.67 1.84 8,598.83

Fund Holdings as on 31-July-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • GE Vernova T&D India Limited

  • Treps

  • Swiggy Limited

  • Shriram Finance Limited

  • KEI Industries Limited

  • Infosys Limited

  • Nippon Life India Asset Management Limited

  • Axis Bank Limited

  • HDB FINANCIAL SERVICES LIMITED

  • PB Fintech Limited

  • Kalyan Jewellers India Limited

  • Multi Commodity Exchange of India Limited

  • TVS Motor Company Limited

  • Blue Star Limited

  • Sun Pharmaceutical Industries Limited

  • Epigral Limited

  • Hindustan Unilever Limited

  • Oil & Natural Gas Corporation Limited

  • Mankind Pharma Limited

  • Neuland Laboratories Limited

  • Artemis Medicare Services Limited

  • Ganesha Ecosphere Limited

  • Zensar Technologies Limited

  • Pitti Engineering Ltd.

  • Firstsource Solutions Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Jyoti CNC Automation Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • IT - Software

  • Electric Equipment

  • Miscellaneous

  • e-Commerce

  • Cable

  • Finance - Asset Management

  • Fintech

  • Diamond & Jewellery

  • Finance - Stock Broking

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Chemicals

  • Household & Personal Products

  • Oil Exploration

  • Hospital & Healthcare Services

  • Textile - Manmade Fibres

  • Engineering

  • BPO/ITeS

  • Fertilizers

  • Engineering - Industrial Equipments

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Fund Manager

  • 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 ₹1,686.06 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 up ₹0.02(0.08%)yesterday to ₹24.8922.

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

The HSBC Focused Fund is managed by 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
+91 (22) 49146033