HSBC Focused Fund - Regular Plan - Growth (Adjusted) has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.22 | 18.06 | N/A | N/A |
Average Rolling Returns(%) | 20.53 | 21.16 | N/A | N/A |
The Current NAV of HSBC Focused Fund - Regular Plan - Growth (Adjusted) is ₹22.53.
It is better to invest in a fund with a longer track record as HSBC Focused Fund - Regular Plan - Growth (Adjusted) 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 - Regular Plan - Growth (Adjusted) fund’s expense ratio is 2.13%
The process for redemption is
The AUM of HSBC Focused Fund - Regular Plan - Growth (Adjusted) is currently ₹1,570 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and Larsen & Toubro and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 51% of fund’s portfolio respectively.
Top three sectors of HSBC Focused Fund - Regular Plan - Growth (Adjusted) fund are BFSI, Construction & Infrastructure and IT accounting for 57% 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 - Regular Plan - Growth (Adjusted) Fund is Equity - Focused Fund.
Neelotpal Sahai and Ankur Arora manage the HSBC Focused Fund - Regular Plan - Growth (Adjusted) Fund.
HSBC Focused Fund - Regular Plan - Growth (Adjusted) current PE ratio is 38.20 and PB ratio is 6.66
The asset allocation of HSBC Focused Fund - Regular Plan - Growth (Adjusted) is Stocks : 97.77%, Debt : 2.27% and Gold : 0%
The minimum SIP amount for HSBC Focused Fund - Regular Plan - Growth (Adjusted) is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Focused Fund - Regular Plan - Growth (Adjusted) is Nil upto 10% of units and 1% for remaining units on before 1 year