HSBC Focused Fund Regular-Growth
Equity
Focused
₹-0.21% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1773 Cr
- Created on3 July 2020
Fund Ranking
#7
/ 26 in Focused
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month7.1%
- 1 Year10.4%
- 3 Year (CAGR)15.3%
- All Time (CAGR)17.0%
Category Return
- 6 Month4.5%
- 1 Year7.2%
- 3 Year (CAGR)13.6%
- All Time (CAGR)-
Asset Allocation
- Equity92.6%
- Other7.4%
Top 5 Holdings
Top 5 Sectors
- Blue Star2.85%
- HDFC Bank6.33%
- Hindustan Unilever1.78%
- ICICI Bank8.34%
- Infosys4.14%
Fund Information
- Expense Ratio2.23%
- Exit LoadExit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
- Lock-In PeriodNo Lock-In
Managed By
Cheenu Gupta
June 2023 - Present
Neelotpal Sahai
July 2020 - Present
Sonal Gupta
Dec 2023 - Present
Mayank Chaturvedi
Oct 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.51 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 16.69 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.60 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.03