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HSBC Financial Services Fund Direct Growth
NAV: 10 Apr '26
₹12.11
Min. for SIP
₹500
Fund size (AUM)
₹746.86 Cr
Expense ratio
0.52%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,059 | +0.39% | |
| 6 months | ₹30,000 | ₹29,634 | -1.22% | |
| 1 year | ₹60,000 | ₹60,839 | +1.40% |
Holdings (40)
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Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -11.2% | -3.9% | +5.6% | +10.6% |
| Category average (Equity Sectoral) | -- | -- | +16.5% | -- |
| Rank (Equity Sectoral) | 3 | 4 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
GBGautam BhupalFeb 2025 - PresentView details
GB
Gautam Bhupal
Feb 2025 - Present
View details
MCMayank ChaturvediOct 2025 - PresentView details
MC
Mayank Chaturvedi
Oct 2025 - Present
View details
About HSBC Financial Services Fund Direct Growth
HSBC Financial Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Gautam Bhupal is the Current Fund Manager of HSBC Financial Services Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,22,500 Cr and the Latest NAV as of 10 Apr 2026 is ₹12.11.
The HSBC Financial Services Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
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Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses.
Fund benchmarkBSE Financial Services Total Return Index
Fund house
Rank (total assets)#21 in India
Total AUM₹1,22,500.19 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,