Overview (as on 07 May 2021)

NAV

₹21.5745

1y returns

91.601%

Fund AUM

₹95 Cr

Expense Ratio

1.22%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
55.52%
Basic Materials
16.71%
Utilities
9.95%
Energy
6.08%
Real Estate
5.05%
Financial Services
2.78%
Communication
2.48%
Consumer
1.43%
Size Breakup
Large Cap
45.81%
Mid Cap
32.51%
Small Cap
21.68%

Key Metrics

Beta 

1.24

Std deviation 

26.88%

Sharpe Ratio 

0.13

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
HSBC Infrastructure Equity Fund Growth Direct
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Gautam Bhupal
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
hsbcmf@hsbc.co.in
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Peer Funds

HSBC Infrastructure Equity Fund Growth Direct

NAV

₹21.5745

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Gautam Bhupal
Gautam Bhupal

leader

Work Experience
"null"

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