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: 2.14% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,458.79 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
22.4925
-0.12 (-0.5135%)
19.03%
Benchmark: 12.35%
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
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 | 16.14 |
| Sharpe Ratio | 0.33 |
| Alpha | -1.76 |
| Beta | 1.05 |
| 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 | 3.54 | 21.91 | 13.04 | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 16.82 | 29.31 | 16.95 | 23.69 | 11.48 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.57 | 28.96 | 23.42 | 32.67 | 14.33 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 14.77 | 37.66 | 19.93 | - | - |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 13.02 | - | - | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 12.38 | 22.81 | 12.51 | 22.2 | 13.83 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 12.01 | 29.95 | 20.3 | 30.3 | 13.67 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 11.53 | 26.59 | 14.67 | 22.06 | 11.14 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 10.62 | 24.21 | 16.24 | - | - |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 9.2 | - | - | - | - |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.74%
Others
2.87%
Large Cap
48.32%
Mid Cap
20.07%
