HSBC India Export Opportunities Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 25-09-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.07% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,634 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - |
9.0233
0.02 (0.256%)
-9.59%
Benchmark: 12.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 2x
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 investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 India Export Opportunities Fund - Regular Growth | 25-09-2024 | - | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 14.91 | 24.01 | 17.13 | 27.77 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.6 | 26.98 | 20.13 | 28.06 | 14.11 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 13.38 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.25 | 30.41 | 23.72 | 34.07 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 12.59 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.65 | 22.48 | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 10.07 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 9.97 | 25.77 | 17.62 | 27.47 | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.34 | 28.2 | 21.02 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.4%
Others
4.32%
Large Cap
43.66%
Mid Cap
18.62%
