
HSBC Focused Fund(G)-Direct Plan
+10.19%
5Y annualised
+10.19%
5Y annualised
-1.23% 1D
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Buy, Hold or Sell?
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NAV : 22 Oct 2026
₹27.39
Min. SIP amount
₹500
Fund size (AUM)
1750 Cr
Expense ratio
0.98%
Launched on
22 Jul 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 22 Oct 2026
₹27.39
Min. SIP amount
₹500
Fund size (AUM)
1750 Cr
Expense ratio
0.98%
Launched on
22 Jul 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
45.68%
Mid Cap
31.56%
Small Cap
9.40%
Others
13.35%
Sector Allocation
Bank
16.79%
Finance
12.26%
Domestic Equities
11.18%
Capital Goods
9.03%
Healthcare
7.18%
Automobile & Ancillaries
6.31%
Retailing
5.80%
Infrastructure
4.30%
Others
27.15%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on before 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Neelotpal Sahai
Present
Mayank Chaturvedi
Present
Similar/Peer Fund Comparison
Motilal Oswal Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
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Union Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
Invesco India Focused Fund(G)-Direct Plan
360 ONE Focused Fund(G)-Direct Plan
FAQs
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