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 -1.70 7.46 3.80 16.04 19.62 19.54
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 3.80 16.04 19.62 2.11 1,686.06
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 4.93 21.51 24.09 1.71 12,380.36
Kotak Focused Fund- Regular plan _ Growth Option Jul 16, 2019 Unrated 1.33 15.00 19.23 1.89 3,658.99
Tata Focused Fund-Regular Plan-Growth Dec 05, 2019 -2.60 15.25 19.80 2.04 1,824.73
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option May 13, 2013 Unrated -10.55 8.63 12.56 2.12 1,530.54
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Nov 11, 2005 Unrated -2.12 13.92 18.39 2.26 1,099.54

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 ₹0.2(0.82%)yesterday to ₹24.8267.

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