HSBC Financial Services Fund Direct Growth

Equity
Sectoral
Very High Risk
1M
6M
All
NAV: 13 Oct 2025
₹11.78
Rating
NA
Min. SIP amount
₹500
Fund size
₹715.60Cr

Return calculator

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

Holdings (31)

NameSectorInstrumentAssets
FinancialEquity7.50%
FinancialEquity6.52%
FinancialEquity6.24%
FinancialEquity5.11%
FinancialEquity4.21%
ServicesEquity3.96%
FinancialEquity3.94%
FinancialEquity3.81%
ServicesEquity3.61%
FinancialEquity3.59%
FinancialEquity2.99%
FinancialEquity2.88%
FinancialEquity2.67%
FinancialEquity2.65%
FinancialEquity2.55%
FinancialEquity2.52%
FinancialEquity2.35%
FinancialEquity2.22%
FinancialEquity2.07%
FinancialEquity1.94%
FinancialEquity1.77%
FinancialEquity1.66%
FinancialEquity1.56%
FinancialEquity1.36%
ServicesEquity1.35%
FinancialEquity1.35%
FinancialEquity1.31%
ServicesEquity1.12%
FinancialEquity1.02%
FinancialEquity0.96%
FinancialEquity0.77%
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 returns2.8%-1.7%14.5%16.8%
Category averageNANANANA
Rank with in categoryNA3011NA
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%.

Understand terms
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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