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HSBC Focused Fund - Regular Growth
Invest Now
Fund Manager: FM 1 - Neelotpal Sahai, FM 2 - Cheenu Gupta |
Equity: Focused |
NIFTY 500 TRI
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
19.87%
Inception Date
Jul 22, 2020
Expense Ratio
2.11%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
very high
Investment Objective : To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 7.96 | 5.06 | 5.9 | 16.47 | 19.83 | 0.0 |
| NIFTY 500 TRI | 3.77 | 5.26 | 2.03 | 16.08 | 21.08 | 13.4 |
| Equity: Focused | 4.08 | 4.25 | 2.45 | 15.89 | 19.47 | 12.6 |
| Rank within Category | 2 | 11 | 8 | 11 | 8 | |
| Number of Funds within Category | 28 | 28 | 28 | 26 | 20 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| HSBC Focused Fund - Regular Growth | 172.08 | 2.11 | 5.9 | 16.47 | 19.83 | 0.0 |
| Bandhan Focused Fund - Regular Plan - Growth | 194.67 | 2.08 | 12.4 | 17.62 | 17.87 | 11.92 |
| Invesco India Focused Fund - Growth | 415.34 | 1.87 | 11.35 | 24.51 | 0.0 | 0.0 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 274.35 | 1.93 | 10.33 | 17.89 | 0.0 | 0.0 |
| HDFC Focused Fund - GROWTH PLAN | 2,086.83 | 1.65 | 9.19 | 22.82 | 27.61 | 13.62 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 3,861.04 | 1.55 | 7.4 | 14.85 | 19.55 | 13.89 |
| ICICI Prudential Focused Equity Fund - Growth | 1,224.35 | 1.71 | 6.92 | 21.92 | 24.21 | 14.52 |
| Mirae Asset Focused Fund Regular Plan Growth | 808.44 | 1.77 | 5.9 | 10.87 | 17.1 | 0.0 |
| ITI Focused Fund - Regular Plan - Growth | 53.81 | 2.35 | 5.39 | 0.0 | 0.0 | 0.0 |
| DSP Focused Fund - Regular Plan - Growth | 262.76 | 2.01 | 5.25 | 17.05 | 18.28 | 11.09 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 29.8 | -2.05 | 29.34 | -2.68 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Focused | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.