HSBC Focused Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: Focused
Launch Date: 22-07-2020
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.13% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,569.67 Cr As on (31-03-2024)
Turn over: 38% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

21.8871

23.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.33
Sharpe Ratio 0.85
Alpha -1.49
Beta 0.89
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Focused Fund - Regular Growth 22-07-2020 38.26 18.77 19.31 - -
Invesco India Focused Fund - Growth 08-09-2020 64.38 25.1 24.35 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 53.84 23.11 23.16 21.78 20.18
JM Focused Fund (Regular) - Growth Option 05-03-2008 51.35 26.49 22.9 14.05 15.91
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 48.96 25.12 25.61 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 44.04 24.29 23.99 19.17 15.3
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 40.21 25.54 29.54 18.86 15.66
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 38.53 21.1 22.91 17.61 18.35
DSP Focus Fund - Regular Plan - Growth 10-06-2010 38.52 17.62 15.1 13.84 14.44
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 37.93 16.76 17.37 14.1 12.73

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.01%

Others

2.23%

Large Cap

61.27%

Mid Cap

18.49%

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