HSBC Focused Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Growth -6.53 -5.13 12.59 17.97 14.65 18.57
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 - Direct Growth Jul 22, 2020 Unrated 12.59 17.97 14.65 0.98 1,693.16
SBI Focused Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 14.16 19.01 15.10 0.73 43,310.54
HDFC Focused Fund -Direct Plan - Growth Option Jan 01, 2013 8.10 20.88 21.84 0.63 27,136.20
ICICI Prudential Focused Equity Fund - Direct Plan - Growth Jan 09, 2013 11.99 22.72 19.25 0.58 15,145.40
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 3.77 15.44 14.80 0.99 12,129.35
Axis Focused Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 2.27 12.49 6.95 0.85 11,305.13

Fund Holdings as on 28-February-2026

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Shriram Finance Limited

  • Larsen & Toubro Limited

  • GE Vernova T&D India Limited

  • KEI Industries Limited

  • Nippon Life India Asset Management Ltd

  • Multi Commodity Exchange of India Ltd.

  • Infosys Limited

  • Treps

  • TVS Motor Company Limited

  • BLUE STAR LTD

  • Oil & Natural Gas Corporation Limited

  • HDB Financial Services Limited

  • Eternal Limited

  • Mankind Pharma Limited

  • Hindustan Unilever Limited

  • Tata Motors Commercial Vehicles Limited

  • SWIGGY LIMITED

  • Krishna Institute of Medical Science Ltd

  • KALYAN JEWELLERS INDIA LIMITED

  • Shadowfax Technologies Limited

  • Britannia Industries Limited

  • Neuland Laboratories Ltd

  • Artemis Medicare Services Limited

  • Pine Labs Limited

  • Epigral Limited

  • FIRSTSOURCE SOLUTIONS LTD

  • Ganesha Ecosphere Ltd.

  • Meesho Limited

  • TVS Motor Company Limited

  • Net Current Assets (including cash & bank balances)

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  • e-Commerce

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Cable

  • Hospital & Healthcare Services

  • Finance - Asset Management

  • Finance - Stock Broking

  • IT - Software

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Air Conditioners

  • Oil Exploration

  • Household & Personal Products

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Logistics

  • Consumer Food

  • Fintech

  • Chemicals

  • BPO/ITeS

  • Textile - Manmade Fibres

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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 ₹1,693.16 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 ₹-0.9(-3.43%)yesterday to ₹25.3182.

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

The HSBC Focused Fund is managed by Neelotpal Sahai and Sonal Gupta.

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