3 Year return

19.6%
Launched on July 2020 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1773.83 Cr.

Expense Ratio

0.89% (inclusive of GST)

Exit Load

Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

HSBC Mutual Fund Managers

NS

Neelotpal Sahai

Fund Manager since Apr 2022

View Details

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund Asset management company

AUM ₹127,364.56 Cr.
No. of Schemes 167
Setup Date May 2002

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

HDFC Focused 30 Fund

27.59%

3.5

ICICI Prudential Focused Equity Fund

23.2%

3.5

Quant Focused Fund

19.52%

3

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth

16.7%
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct IDCW Payout

16.45%
16.45%

About HSBC Focused Fund Direct Growth

The HSBC Focused Fund Direct Growth is an equity fund managed by HSBC Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Focused funds invest in a small number of companies that the fund manager believes have the potential to outperform the market. This gives the fund the potential for higher returns than investing in a broader index fund. The HSBC Focused Fund Direct Growth invests in a diversified portfolio of equity shares. The fund aims to generate long-term capital appreciation by investing in these companies.

Investment Objectives of the Scheme

The investment objective of the HSBC Focused Fund Direct Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares. The fund will invest at least 80% of its assets in equity shares.

Key Features of The Fund

5-year return NA
Expense Ratio 0.89%
Fund Manager Neelotpal Sahai
Fund Size ₹1773.83 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The HSBC Focused Fund Direct Growth is a good option for investors who are looking for long-term capital appreciation. The fund invests in a small number of companies that the fund manager believes have the potential to outperform the market. However, the fund is more risky than investing in a broader index fund. There is a risk of losing money if the companies that the fund invests in do not perform as well as expected.

AMC Contact Details

Name HSBC Mutual Fund
Launch Date May 2002
Addresss HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact 1800-200-2434 / 1800 4190 200
Email investor.line@mutualfunds.hsbc.co.in
Website https://www.assetmanagement.hsbc.co.in/en/mutual-funds

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of HSBC Focused Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Focused Fund Dec 20 2024 is 27.2517

What is the AUM of HSBC Focused Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Focused Fund is 1773.83 crore.

What is the expense ratio of HSBC Focused Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HSBC Focused Fund is 0.89%

What are the returns of HSBC Focused Fund since inception?

The HSBC Focused Fund was launched on Jul 01 2020. The fund has delivered a CAGR of 25.48 since inception.

What is the minimum SIP amount to invest in HSBC Focused Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Focused Fund is 500.

How do I invest in HSBC Focused Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HSBC Focused Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HSBC Focused Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HSBC Focused Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.