FAQ : HSBC Focused Fund - Regular Plan - Growth

HSBC Focused Fund - Regular Plan - Growth 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 is ₹22.35.

It is better to invest in a fund with a longer track record as HSBC Focused Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

HSBC Focused Fund - Regular Plan - Growth fund’s expense ratio is 2.11%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Focused Fund - Regular Plan - Growth 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 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 Fund is Equity - Focused Fund.

Neelotpal Sahai and Cheenu Gupta manage the HSBC Focused Fund - Regular Plan - Growth Fund.

HSBC Focused Fund - Regular Plan - Growth current PE ratio is 38.20 and PB ratio is 6.66

The asset allocation of HSBC Focused Fund - Regular Plan - Growth is Stocks : 97.77%, Debt : 2.27% and Gold : 0%

The minimum SIP amount for HSBC Focused Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Focused Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on before 1 year

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