HSBC India Export Opportunities Fund

HSBC India Export Opportunities Fund

Get the latest NAV of HSBC India Export Opportunities Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.03

0.5%1D

NAV as on 30 Apr 2026

0.45%/per year

Since Inception

Absolute Gain%

549 people have invested ₹ 19.1L in HSBC India Export Opportunities Fund in the last three months

HSBC India Export Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (30-Apr-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
8.94%
2.1%
-1.2%
10.69%
--
--
Nifty 500
10.5%
-1.72%
-4.33%
2.97%
14.23%
12.9%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
23.09%
17.98%
18.3%
34.27%
33.06%
29.14%
Worst in Equity - Other
0.67%
-6.25%
-15.23%
-5.34%
8.83%
7.77%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
HSBC India Export Opportunities Fund
-
1,086Cr
1.04%
10.69%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/48
32,925Cr
0.67%
5.36%
22.37%
7.39
0.85
1.03
1.62
1.69
ICICI Prudential Business Cycle Fund
2/48
14,359Cr
0.75%
7.63%
21.7%
5.97
0.90
0.90
1.35
1.44
Nippon India Quant Fund
3/48
100Cr
0.53%
5.66%
18.94%
4.26
1.01
0.73
1.10
1.46

HSBC India Export Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

HSBC India Export Opportunities Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
42.1%

Small cap
40.3%

Mid cap
15.3%

HSBC India Export Opportunities Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Consumer Cyclical
23.4%
Tech
22.2%
Basic Materials
12.2%
Health
11.8%
Industrial
10.4%
Consumer Defensive
7.5%
Energy
4.5%
Financial Services
4.1%
Communication
3.8%

Top 3 Sectors in March were Consumer Cyclical, Health & Tech

Mar'26

Consumer Cyclical

23%

Health

16%

Tech

15%

Feb'26

Consumer Cyclical

23%

Health

16%

Tech

15%

HSBC India Export Opportunities Fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
Avalon Technologies Ltd
4.95%
-7.3%
Reliance Industries Ltd
4.44%
0%
Larsen & Toubro Ltd
4.07%
-14.5%
Hindalco Industries Ltd
3.99%
-5.9%
Bharti Airtel Ltd
3.59%
-9.7%
Top Stocks bought last month
National Aluminium Co Ltd's allocation increased from 2.69% to 3.4%
National Aluminium Co Ltd's allocation increased from 2.69% to 3.4%
CCL Products (India) Ltd's allocation increased from 2.76% to 3.29%
CCL Products (India) Ltd's allocation increased from 2.76% to 3.29%
Reliance Industries Ltd's allocation increased from 3.96% to 4.44%
Reliance Industries Ltd's allocation increased from 3.96% to 4.44%
Top Stocks sold last month
Avalon Technologies Ltd's allocation decreased from 5.04 % to 4.95 %
Avalon Technologies Ltd's allocation decreased from 5.04 % to 4.95 %
Larsen & Toubro Ltd's allocation decreased from 5 % to 4.07 %
Larsen & Toubro Ltd's allocation decreased from 5 % to 4.07 %
Bharti Airtel Ltd's allocation decreased from 3.61 % to 3.59 %
Bharti Airtel Ltd's allocation decreased from 3.61 % to 3.59 %

HSBC India Export Opportunities Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.04%
Benchmark
Nifty 500 TR INR
AUM₹1086 Cr
Inception Date25 September, 2024
Min Lumpsum/SIP₹5,000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
7.55%
Risk
Risk meter
pointer
Very High Risk

About HSBC India Export Opportunities Fund

HSBC India Export Opportunities Fund is an equity fund. This fund was started on 25 September, 2024. The fund is managed by Abhishek Gupta, Siddharth Vora, Mayank Chaturvedi. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. HSBC India Export Opportunities Fund has ₹1086 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

HSBC India Export Opportunities Fund has given a CAGR return of 0.45% since inception. Over the last 1 year the fund has given a CAGR return of 10.69%.

Holdings

HSBC India Export Opportunities Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Health, Basic Materials, Tech, Industrial, Consumer Defensive, Energy, Financial Services, Communication. Its top holdings are Avalon Technologies Ltd, Reliance Industries Ltd, Larsen & Toubro Ltd, Hindalco Industries Ltd, Bharti Airtel Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of HSBC India Export Opportunities Fund

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

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC India Export Opportunities Fund has no lock in period.

Fund Manager

Abhishek Gupta

Fund Manager of HSBC India Export Opportunities Fund, since 25 September 2024

Siddharth Vora

Fund Manager of HSBC India Export Opportunities Fund, since 1 October 2024

Mayank Chaturvedi

Fund Manager of HSBC India Export Opportunities Fund, since 1 October 2025

Learn more about HSBC Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 1.3K Cr
₹ 1.3K Cr
₹ 1.3K Cr
  • AUM of the fund stands at 1.3K Cr as of Mar'26
  • AUM has remained same between Mar'26 and Feb'26

Frequently Asked Questions for HSBC India Export Opportunities Fund

How do I invest in HSBC India Export Opportunities Fund?

INDmoney makes it simple to invest in the HSBC India Export Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘HSBC India Export Opportunities Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of HSBC India Export Opportunities Fund?

The NAV of the fund today is ₹10.03. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

HSBC India Export Opportunities Fund fund has generated a return of 10.69% in 1 year

Who is the fund manager of HSBC India Export Opportunities Fund?

The fund managers are Abhishek Gupta, Siddharth Vora, Mayank Chaturvedi.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.04%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1086 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of HSBC India Export Opportunities Fund?

The top 3 holdings of the fund are Avalon Technologies Ltd(4.95%), Reliance Industries Ltd(4.44%), Larsen & Toubro Ltd(4.07%)