HSBC Focused Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.49 | 21.94 | N/A | N/A |
Average Rolling Returns(%) | 23.30 | 22.89 | N/A | N/A |
The Current NAV of HSBC Focused Fund - Growth - Direct Plan is ₹22.97.
It is better to invest in a fund with a longer track record as HSBC Focused Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.
HSBC Focused Fund - Growth - Direct Plan fund’s expense ratio is 0.93%
The process for redemption is
The AUM of HSBC Focused Fund - Growth - Direct Plan is currently ₹1,650 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 48% of fund’s portfolio respectively.
Top three sectors of HSBC Focused Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 55% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HSBC Focused Fund - Growth - Direct Plan Fund is Equity - Focused Fund.
Neelotpal Sahai and Ankur Arora manage the HSBC Focused Fund - Growth - Direct Plan Fund.
HSBC Focused Fund - Growth - Direct Plan current PE ratio is 47.41 and PB ratio is 7.27
The asset allocation of HSBC Focused Fund - Growth - Direct Plan is Stocks : 96.26%, Debt : 3.74% and Gold : 0%
The minimum SIP amount for HSBC Focused Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Focused Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on before 1 year