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
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 - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 31.98 15.55 17.69 1.58 33,488.95
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 24.11 8.45 13.21 1.73 13,341.11
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 43.26 28.81 21.27 1.70 11,945.94
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 39.20 21.25 19.80 1.77 11,442.54
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 46.33 24.25 22.27 1.76 8,139.49

Fund Holdings as on 31-May-2024

  • ICICI Bank Limited

  • Treps

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • Oil & Natural Gas Corporation Limited

  • Axis Bank Limited

  • DLF Limited

  • Blue Star Limited

  • KEI Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Zensar Technologies Limited

  • TVS Motor Company Limited

  • Multi Commodity Exchange of India Limited

  • Rainbow Children's Medicare Limited

  • PB Fintech Limited

  • Infosys Limited

  • Titan Company Limited

  • Escorts Kubota Limited

  • Shriram Finance Limited

  • APL Apollo Tubes Limited

  • Sundaram Finance Limited

  • Power Mech Projects Limited

  • REC Limited

  • Mankind Pharma Limited

  • Exide Industries Limited

  • Hindustan Unilever Limited

  • Whirlpool of India Limited

  • Tata Technologies Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Refineries

  • Oil Exploration

  • Construction - Real Estate

  • Air Conditioners

  • Cable

  • Automobile Two & Three Wheelers

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Fintech

  • Diamond & Jewellery

  • Automobiles-Tractors

  • Steel & Iron Products

  • Finance Term Lending

  • Batteries

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Fertilizers

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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 ₹1,595.84 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 ₹0.12(0.49%)yesterday to ₹23.5459.

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

The HSBC Focused Fund is managed by Neelotpal Sahai and Cheenu 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