HSBC Infrastructure Fund Direct Growth

HSBC Infrastructure Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sonal Gupta, Venugopal Manghat. The fund could potentially beat inflation in the long-run.

1. HSBC Infrastructure Fund Direct Growth has ₹2391 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

HSBC Infrastructure Fund Direct Growth has given a CAGR return of 18.28% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -5.15%, 32.58% and 32.06% respectively.

HSBC Infrastructure Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Basic Materials, Communication, Utilities, Energy, Financial Services, Tech, Real Estate, Consumer Cyclical. Its top holdings are Bharti Airtel Ltd, NTPC Ltd, Bharat Electronics Ltd, Larsen & Toubro Ltd, Reliance Industries Ltd

As it is a equity - infrastructure 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.

To generate long term capital appreciation from an actively managed portfolio of equity and equity related securities by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of Infrastructure in India. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Infrastructure Fund Direct Growth has no lock in period.