HSBC Focused Fund Direct Growth is an equity fund. This fund was started on 29 July, 2020. The fund is managed by Cheenu Gupta, Neelotpal Sahai. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.93% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1570 Cr |
Inception Date | 29 July, 2020 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 94.57% |
Size breakup
HSBC Focused Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.98% | 4.98% |
6 Month Returns | 19.25% | 19.25% |
1 Year Returns | 40.02% | 40.02% |
3 Years Returns | 76.09% | 20.76% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Focused Fund Direct Growth | 1.91 | 0.32 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Focused Fund Direct Growth | 0.97 | 1.02 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Focused Fund Direct Growth | 2.65 | 0.99 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Focused Fund Direct Growth | 11.01 | 14.01 | - |