HSBC Focused Fund Regular Growth
Medium
Risk
Equity
Focussed Fund
+
17.87
%
17.87
%
3Y annualised
+
0.51
%
0.51
%
1D
1M
6M
1Y
3Y
All
Fund size
1573
NAV:
Mar 7, 2024
22.0132
Sector
Tech
Type
Equity
Launched
Jul 2020
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
8.66
%
HDFC Bank Ltd
7.9
%
Reliance Industries Ltd
6.35
%
Larsen & Toubro Ltd
5.19
%
DLF Ltd
4.85
%
Axis Bank Ltd
4.41
%
Oil & Natural Gas Corp Ltd
4.01
%
Infosys Ltd
3.8
%
Power Mech Projects Ltd
3.66
%
Sun Pharmaceuticals Industries Ltd
3.61
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Focused Fund Regular Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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