HSBC Focused Fund Regular Growth
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- Rating 3
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1595.84
- CAGR 37.02%
- Exit Load1.00%
- Expense ratio2.11%
- CategoryEquity
- Min Investment5000
- Min SIP500
- Launch Date2020-07-29
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- ICICI Bank
- 140.14
- 8.78%
- Treps
- 97.04
- 6.08%
- Larsen & Toubro
- 86.15
- 5.40%
- Reliance Industries
- 71.52
- 4.48%
- Oil & Natural Gas Corporation
- 71.38
- 4.47%
- Axis Bank
- 69.73
- 4.37%
- DLF
- 65.26
- 4.09%
- Blue Star
- 63.06
- 3.95%
- KEI Industries
- 61.50
- 3.85%
- Sun Pharmaceutical Industries
- 58.40
- 3.66%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.80
- Std Deviation 14.15%
- Tracking Error 0.00%
About Fund
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.
The HSBC Focused Fund Regular Growth has an AUM of 1595.84 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in HSBC Focused Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include ICICI Bank, Treps, Larsen & Toubro & Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Oil & Gas Operations.
Some of the similar funds are Mahindra Manulife Focused Fund Regular Growth, Bandhan Focused Equity Fund - Regular Plan - Growth, Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth. HSBC Focused Fund Regular Growth has a sharpe ratio of 0.80 & a standard deviation of 14.15%.
