HSBC Focused Fund - Regular Growth

Equity: Focused Open Ended Scheme
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NAV
₹ 25.2164 ₹ 0.5 (1.98 %)
as on 15-04-2026
Asset Size (AUM)
1,490.92 Cr
Launch Date
Jul 22, 2020
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 22, 2020
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17.61

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.44 %
Expense Ratio
2.14%
Volatility
12.6 %
Fund House
HSBC Mutual Fund
Fund Manager
FM 1 - Neelotpal Sahai (For Equity), FM 2 - Sonal Gupta (For Equity), FM 3 - Mr. Mayank Chaturvedi (For Overseas Investment)
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
Exit Load : If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1% If units are redeemed or switched out on or after 1 year from the date of allotment– Nil A switch-out or a withdrawal under SWP may also attract an Exit Load like any Redemption. No Exit load will be chargeable in case of switches made between different options of the Scheme. No Exit load will be chargeable in case of Units allotted on account of dividend reinvestments, if any.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
HSBC Focused Fund - Regular Growth
Kotak Focused Fund- Regular plan - Growth Option
SBI FOCUSED FUND - REGULAR PLAN -GROWTH
Motilal Oswal Focused Fund - Regular Plan Growth Option
ITI Focused Fund - Regular Plan - Growth
Union Focused Fund - Regular Plan - Growth Option
Old Bridge Focused Fund - Regular Growth
ICICI Prudential Focused Equity Fund - Growth
Aditya Birla Sun Life Focused Fund -Growth Option
Bandhan Focused Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 15-04-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
HSBC Focused Fund - Regular Growth 22-07-2020 11.51 6.82 16.44 14.12 0.0
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 14.52 10.0 16.91 14.35 0.0
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 13.97 12.73 18.29 14.76 14.82
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 13.72 1.82 10.5 8.09 11.17
ITI Focused Fund - Regular Plan - Growth 19-06-2023 12.35 10.5 0.0 0.0 0.0
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 10.19 5.55 13.05 11.93 0.0
Old Bridge Focused Fund - Regular Growth 24-01-2024 10.1 9.96 0.0 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 9.93 11.41 21.16 18.58 15.52
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 9.74 8.2 16.39 13.58 13.06
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 7.57 9.69 17.98 13.82 13.19
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings