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HSBC Focused Fund - Regular Growth

Category: Equity: Focused
Launch Date: 22-07-2020
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.12% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 158.8 Cr As on (30-04-2025)
Turn over: 39
NAV (₹): 23.8514
₹ 0.13 ( 0.5253%)
as on 21-05-2025
CAGR Since Inception - 19.84%
NIFTY 500 TRI - 12.51%

Fund Managers

FM 1 - Neelotpal Sahai, FM 2 - Cheenu Gupta


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.

PERFORMANCE of HSBC Focused Fund - Regular Growth

Scheme Performance (%) Data as on - 21-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Focused Fund - Regular Growth 6.22 18.29 - - 19.84
NIFTY 500 TRI 8.25 18.95 26.19 13.86 12.51
Equity: Focused 8.45 18.62 23.73 13.08 15.49

RETURNS CALCULATOR for HSBC Focused Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Focused Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Focused Fund - Regular Growth 12.6 0.52 -1.4 1.03 - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Focused Fund Reg Gr 22-07-2020 6.22 20.15 18.29 0.0 0.0
HDFC Focused 30 Gr 05-09-2004 15.77 28.11 25.9 32.45 14.45
Bandhan Focused Equity Reg Gr 16-03-2006 15.34 23.29 20.18 22.16 11.67
ICICI Pru Focused Equity Gr 05-05-2009 14.08 29.76 25.09 27.98 14.32
Mirae Asset Focused Reg Gr 05-05-2019 14.0 15.42 12.98 22.96 0.0
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 13.98 22.74 20.45 0.0 0.0
ABSL Focused Gr 05-10-2005 13.47 22.62 18.61 23.41 12.5
Invesco India Focused Gr 08-09-2020 13.18 36.77 25.77 0.0 0.0
Old Bridge Focused Equity Reg Gr 24-01-2024 12.57 0.0 0.0 0.0 0.0
DSP Focused Fund Reg Gr 10-06-2010 12.54 26.35 21.49 23.64 11.97

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Focused Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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