HSBC Financial Services Fund Direct Growth

Equity
Sectoral
Very High Risk
1M
6M
All
NAV: 23 Sep 2025
₹11.59
Rating
NA
Min. SIP amount
₹500
Fund size
₹680.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity7.90%
FinancialEquity7.11%
FinancialEquity6.43%
FinancialEquity4.94%
FinancialEquity4.36%
ServicesEquity3.95%
ServicesEquity3.95%
FinancialEquity3.83%
FinancialEquity3.77%
FinancialEquity3.73%
FinancialEquity3.05%
FinancialEquity2.86%
FinancialEquity2.83%
FinancialEquity2.68%
FinancialEquity2.33%
FinancialEquity2.32%
FinancialEquity2.31%
FinancialEquity2.26%
FinancialEquity2.01%
FinancialEquity1.78%
FinancialEquity1.68%
FinancialEquity1.63%
FinancialEquity1.60%
ServicesEquity1.45%
FinancialEquity1.44%
FinancialEquity1.38%
FinancialEquity1.36%
FinancialEquity1.36%
ServicesEquity1.29%
FinancialEquity0.38%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Returns and rankings

Category: Equity Sectoral
Absolute returns
1M3M6MAll
Fund returns-0.0%1.7%12.6%15.9%
Category averageNANANANA
Rank with in categoryNA2318NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.00%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Fund management

Harsh Shah
Apr 2025 - Present
View details

Education
B.Com, C.A, CFA
Experience
Prior to joining HSBC MF he was associated with L&T Investment Management Limited, Edelweiss Broking Limited, SilverArch Investment Management Private Limited.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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