HSBC Focused Fund Direct Growth
Get the latest NAV of HSBC Focused Fund Direct Growth. 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.
₹26.36
1D
NAV as on 12 Jun 2025
22.06%/per year
Since Inception
▲▼
197 people have invested ₹ 22.6L in HSBC Focused Fund Direct Growth in the last three months
HSBC Focused Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Jun-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
HSBC Focused Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 14 out of 19 mutual funds in the focused fund category as per INDmoney.
HSBC Focused Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Focused Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 93%
Debt & Cash 7%
HSBC Focused Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 93%
Debt & Cash 7%
Top 3 Sectors in April were Financial Services, Industrial & Health
Financial Services
39%
Industrial
15%
Health
13%
Financial Services
38%
Industrial
15%
Health
13%
HSBC Focused Fund Holdings Details
as on (31-May-25)
Equity
HSBC Focused Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.95% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1666 Cr |
| Inception Date | 29 July, 2020 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 37.75% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About HSBC Focused Fund
HSBC Focused Fund Direct Growth is an equity fund. This fund was started on 29 July, 2020. The fund is managed by Neelotpal Sahai, Sonal Gupta. The fund could potentially beat inflation in the long-run.
Key Parameters
- HSBC Focused Fund Direct Growth has ₹1666 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 1.
Returns
HSBC Focused Fund Direct Growth has given a CAGR return of 22.06% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 7.53% and 21.39% respectively.
Holdings
HSBC Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Tech, Basic Materials, Energy, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Axis Bank Ltd, Shriram Finance Ltd, PB Fintech Ltd
Taxation
As it is a focused fund 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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HSBC Focused Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Focused Fund Direct Growth has no lock in period.
Fund Manager
Neelotpal Sahai
Fund Manager of HSBC Focused Fund Direct Growth, since 29 July 2020
Sonal Gupta
Fund Manager of HSBC Focused Fund Direct Growth, since 31 December 2023
- AUM of the fund stands at 1.6K Cr as of Apr'25
- AUM increased by 33 Cr between Apr'25 and Mar'25
More funds from HSBC
5Y CAGR
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▲ 31.24
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▲ 30.11
5Y CAGR
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5Y CAGR
▲ 37.42
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Frequently Asked Questions for HSBC Focused Fund Direct Growth
How do I invest in HSBC Focused Fund?
- Download the INDmoney app.
- Search for ‘HSBC Focused 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.