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HSBC Focused Fund - Regular Growth

Category: Equity: Focused Launch Date: 22-07-2020
AUM:

₹ 1,650.01 Cr

Expense Ratio

2.11%

Benchmark

NIFTY 500 TRI

ISIN

INF336L01PE6

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Neelotpal Sahai, Cheenu Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Focused Fund - Regular Growth 34.45 19.24 -
NIFTY 500 TRI 33.91 19.08 18.78
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
22.175
Last change
0.21 (0.9687%)
Fund Size (AUM)
₹ 1,650.01 Cr
Performance
23.42% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization.

Fund Manager
Neelotpal Sahai, Cheenu Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI Bank Ltd. 8.72
HDFC Bank Ltd. 5.53
Larsen & Toubro Ltd. 5.11
Oil & Natural Gas Corporation Ltd. 4.63
Reliance Industries Ltd. 4.45
DLF Ltd. 4.32
Axis Bank Ltd. 4.24
Others 3.89
Multi Commodity Exchange Of India Ltd. 3.74
Sun Pharmaceutical Industries Ltd. 3.64

Sector Allocation

Sector Holdings (%)
Financial 26.45
Construction 12.86
Healthcare 9.48
Energy 9.08
Technology 8.63
Services 7.41
Consumer Discretionary 6.89
Capital Goods 5.78
Automobile 5.66
Others 3.74

Peer Comparison

Scheme Name 5Y (%)
HSBC Focused Fund Reg Gr 0.0
Invesco India Focused Gr 0.0
Quant Focused Gr 23.03
JM Focused Fund Reg Gr 16.33
Mahindra Manulife Focused Fund Reg Gr 0.0
ICICI Pru Focused Equity Gr 20.96
HDFC Focused 30 Gr 20.84
DSP Focus Fund Reg Gr 16.12
Franklin India Focused Equity Gr 19.31
BARODA BNP PARIBAS Focused Fund Reg Gr 0.0