What is the NAV of HSBC Focused Fund?
The Current NAV of HSBC Focused Fund is ₹26.33, as of 13th June 2025What are the returns of HSBC Focused Fund?
The HSBC Focused Fund has been there since 22nd July 2020- 1 Year Returns: 6.58
- 3 Year Returns: 22.57
What are the top 5 sectors holdings of HSBC Focused Fund?
The top sectors HSBC Focused Fund has invested in are as for 22nd 07 2020 are as follows -- Private Banks | 20.75%
- IT Services & Consulting | 7.72%
- Pharmaceuticals | 7.34%
- Miscellaneous | 6.25%
- Others | 5.48%
What are the top 5 holdings HSBC Focused Fund?
The top 5 holdings for HSBC Focused Fund are- ICICI Bank Ltd | 9.54%
- Treps | 6.25%
- HDFC Bank Ltd | 5.84%
- Axis Bank Ltd | 5.37%
- Shriram Finance Limited | 4.80%
What is the asset allocation of HSBC Focused Fund?
The HSBC Focused Fund is a plan that invests- Equity | 93.03%
- Cash & Equivalents | 6.97%
How to invest in HSBC Focused Fund?
If you wish to invest in HSBC Focused Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Focused Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Focused Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Focused Fund?
The AUM of HSBC Focused Fund is 1587.98 Cr as of 13th June 2025What is the expense ratio of HSBC Focused Fund Plan?
The expense ratio of HSBC Focused Fund Plan is 0.95How to exit HSBC Focused Fund?
If you have invested in HSBC Focused Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HSBC Focused Fund?
The alpha ratio for the HSBC Focused Fund is 4.12
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Focused Fund?
The volatility or standard deviation for the HSBC Focused Fund is 17.50
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Focused Fund?
The sharpe ratio for the HSBC Focused Fund is 0.20
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Focused Fund?
The Sortino ratio for the HSBC Focused Fund is 0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Focused Fund?
The PE ratio (price-to-earnings) of the HSBC Focused Fund is 46.59 while category PE ratio is 43.531. Test MF FAQ for Mutual Fund HSBC Focused Fund Shares?
The Current NAV of HSBC Focused Fund is ₹26.33, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Focused Fund Plan?
There is a lock in period of N/A for HSBC Focused Fund
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HSBC Focused Fund Direct Growth
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HSBC Focused Fund Performance & Key Metrics
HSBC Focused Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.95 | 46.59 | 0.20 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.53 | 0.15 |
HSBC Focused Fund Scheme InfoHSBC Focused Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Focused Fund
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
HSBC Focused Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HSBC Focused Fund Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Focused Fund | 6.58% | 22.57% | 21.87% |
| SBI Focused Equity Fund | 9.22% | 20.14% | 15.97% |
| HDFC Focused 30 Fund | 11.57% | 27.95% | 16.07% |
| Axis Focused Fund | 6.30% | 15.07% | 14.47% |
HSBC Focused Fund Returns Comparison
Compare HSBC Focused Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeHSBC Focused Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Focused Fund Asset Allocation
HSBC Focused Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
HSBC Focused Fund Sector Distribution
HSBC Focused Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
HSBC Focused Fund Sector Weightage
HSBC Focused Fund Sector Weightage
HSBC Focused Fund Current Holdings
HSBC Focused Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
9.54 %
-0.36 %Holdings
5.84 %
-0.10 %Holdings
5.37 %
0.14 %
AMC Profile of HSBC Focused Fund
AMC Profile of HSBC Focused Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Focused Fund Manager Details
HSBC Focused Fund Manager Details
HSBC Focused Fund Manager Profile
HSBC Focused Fund Manager Profile
Neelotpal Sahai
AUM: ₹4,940.33 Cr.
|
Exp: 18yrs
Qualification
B.Tech from IT-BHU varanasi, PGDM from IIM Calcutta
Past Experience
Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.
Funds Managed (6)
HSBC Focused Fund Manager Performance (0)
HSBC Focused Fund Manager Performance (0)
HSBC Focused Fund Tax Implications
HSBC Focused Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HSBC Focused Fund Review & Opinions
HSBC Focused Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%