HSBC Focused Fund - Regular Growth
| Category: Equity: Focused |
| Launch Date: 22-07-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.12% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,587.98 Cr As on (30-04-2025) |
| Turn over: 39% |
24.8154
0.29 (1.1767%)
20.63%
NIFTY 500 TRI 12.57%
PERFORMANCE of HSBC Focused Fund - Regular Growth
Scheme Performance (%)
Data as on - 06-06-2025Yearly Performance (%)
Fund Managers
FM 1 - Neelotpal Sahai, FM 2 - Cheenu Gupta
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.
RETURNS CALCULATOR for HSBC Focused Fund - Regular Growth
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.
Riskometer
Key Performance and Risk Statistics of HSBC Focused Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Focused Fund - Regular Growth | 12.6 | 0.52 | -1.4 | 1.03 | - | - |
| Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION of HSBC Focused Fund - Regular Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 10.99 | 21.31 | 19.23 | 0.0 | 0.0 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 18.07 | 24.03 | 21.29 | 21.26 | 12.5 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 16.15 | 36.12 | 26.22 | 0.0 | 0.0 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.38 | 28.69 | 24.92 | 26.42 | 14.97 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 15.27 | 15.47 | 12.97 | 20.9 | 0.0 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 15.1 | 22.67 | 20.77 | 0.0 | 0.0 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 13.84 | 26.77 | 25.4 | 29.71 | 14.83 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 13.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 12.95 | 24.5 | 21.07 | 21.06 | 12.16 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 12.68 | 21.83 | 18.27 | 21.53 | 13.02 |