HSBC Focused Fund - Direct Plan has delivered 100.65% absolute return over the last 5 years.
The average return for Focused funds is 71.80% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.34% .
The fund currently owns more than 30 stocks.
The top 10 holdings account for 50.55% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.00% | -0.49% |
| 2 Year Return | 49.97% | 12.96% |
| 3 Year Return | 72.51% | 36.20% |
| 4 Year Return | 173.45% | 55.44% |
| 5 Year Return | N/A | 71.80% |
| 6 Year Return | N/A | 112.35% |
| 7 Year Return | N/A | 136.56% |
| Expense Ratio | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.34%
|
|
| 2 | Finance - Banks - Private Sector |
6.33%
|
|
| 3 |
5.88%
|
||
| 4 | Non-Banking Financial Company (NBFC) |
4.72%
|
|
| 5 | Industrials |
4.44%
|
|
| 6 | Energy |
4.43%
|
|
| 7 | Information Technology |
4.14%
|
|
| 8 | Consumer Discretionary |
4.14%
|
|
| 9 | Logistics - Warehousing/Supply Chain/Others |
4.11%
|
|
| 10 | Exchange Platform |
4.02%
|
|
| 11 | Financials |
3.93%
|
|
| 12 | Gems, Jewellery & Precious Metals |
3.46%
|
Minimum Purchase: ₹5,000
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 allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Focused Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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