Name: HSBC Focused Equity Fund Regular IDCW
Brand: HSBC Mutual Fund

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HSBC Focused Equity Fund Regular IDCW
Equity
Focused
Very High Risk
64.09%
1Y return
-0.18% 1D
1M
6M
1Y
All
 NAV: 28 Sep 2021₹15.37
Min. SIP amountNA
RatingNA
Fund size₹667.62 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Absolute returns
3M6M1YAll
Fund returns13.4%24.9%64.1%62.6%
Category averageNANA52.1%NA
Rank with in category163531NA
Understand termsinfo
Holdings (29)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity9.5%
ICICI Bank Ltd.
FinancialEquity9.2%
HDFC Bank Ltd.
FinancialEquity9.0%
Bajaj Finance Ltd.
FinancialEquity5.6%
Housing Development Finance Corpn. Ltd.
FinancialEquity5.2%
Reliance Industries Ltd.
EnergyEquity5.1%
Coforge Ltd.
TechnologyEquity4.1%
Axis Bank Ltd.
FinancialEquity4.1%
Hindustan Unilever Ltd.
FMCGEquity3.7%
Larsen & Toubro Ltd.
ConstructionEquity3.6%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity Focused
thumb_up_altPros
1Y Returns are higher than the category average returns
thumb_down_altCons
Age is less than 5 years
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
2.39%
31 Jul 2021 - 31 Aug 2021
2.40%
30 Jun 2021 - 31 Jul 2021
2.41%
31 May 2021 - 30 Jun 2021
2.42%
30 Apr 2021 - 31 May 2021
2.43%
31 Mar 2021 - 30 Apr 2021
2.49%
28 Feb 2021 - 31 Mar 2021
2.50%
31 Jan 2021 - 28 Feb 2021
2.50%
31 Dec 2020 - 31 Jan 2021
2.46%
30 Nov 2020 - 31 Dec 2020
2.49%
31 Oct 2020 - 30 Nov 2020
2.49%
30 Sep 2020 - 31 Oct 2020
2.40%
31 Aug 2020 - 30 Sep 2020
2.41%
31 Jul 2020 - 31 Aug 2020
2.39%
Expense ratio, exit load and taxExpense ratio: 2.39%Inclusive of GST
Exit loadExit load of 1% if redeemed wihtin 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementNeelotpal Sahai
Jul 2020 - Present
View details
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Education
Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
Experience
Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
Also manages these schemes
HSBC Large Cap Equity Fund IDCW
HSBC Large Cap Equity Fund Growth
HSBC Flexi Cap Fund IDCW
HSBC Flexi Cap Fund Growth
HSBC Small Cap Equity Fund Growth
HSBC Small Cap Equity Fund IDCW
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Large Cap Equity Fund Direct IDCW
HSBC Large Cap Equity Fund Direct Growth
HSBC Dynamic Asset Allocation Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct IDCW
HSBC Small Cap Equity Fund Direct Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
HSBC Large and Mid Cap Equity Fund Regular IDCW
HSBC Large and Mid Cap Equity Fund Regular Growth
HSBC Large and Mid Cap Equity Fund Direct Growth
HSBC Focused Equity Fund Regular Growth
HSBC Focused Equity Fund Regular IDCW
HSBC Focused Equity Fund Direct Growth
HSBC Focused Equity Fund Direct IDCW
Gautam Bhupal
Jul 2020 - Present
View details
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Education
Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience
Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Also manages these schemes
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Infrastructure Equity Fund IDCW
HSBC Infrastructure Equity Fund Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
HSBC Infrastructure Equity Fund Direct IDCW
HSBC Infrastructure Equity Fund Direct Growth
HSBC Regular Savings Fund Direct Growth
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Focused Equity Fund Regular Growth
HSBC Focused Equity Fund Regular IDCW
HSBC Focused Equity Fund Direct Growth
HSBC Focused Equity Fund Direct IDCW
Fund house & investment objective
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HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM9,939.92 Cr
Date of Incorporation27 May 2002
HSBC Focused Equity Fund Regular IDCW is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 M
HSBC Focused Equity Fund Regular IDCW is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Neelotpal Sahai is the Current Fund Manager of HSBC Focused Equity Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹9,940 Cr and the Latest NAV as of 28 Sep 2021 is ₹15.37.
The HSBC Focused Equity Fund Regular IDCW is rated Very High risk. Exit load of 1% if redeemed wihtin 1 year....Read more
Investment Objective
The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies
The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
16, V N Road, Fort, Mumbai 400 001
Phone
022-	66145000
Launch Date
27 May 2002
E-mail
[email protected]
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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HSBC Focused Equity Fund Regular IDCW
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	3M	6M	1Y	All
Fund returns	13.4%	24.9%	64.1%	62.6%
Category average	NA	NA	52.1%	NA
Rank with in category	16	35	31	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	9.5%
ICICI Bank Ltd.	Financial	Equity	9.2%
HDFC Bank Ltd.	Financial	Equity	9.0%
Bajaj Finance Ltd.	Financial	Equity	5.6%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.2%
Reliance Industries Ltd.	Energy	Equity	5.1%
Coforge Ltd.	Technology	Equity	4.1%
Axis Bank Ltd.	Financial	Equity	4.1%
Hindustan Unilever Ltd.	FMCG	Equity	3.7%
Larsen & Toubro Ltd.	Construction	Equity	3.6%

Rating	NA
Fund size	₹667.62 Cr

Rank (total assets)	#21 in India
Total AUM	9,939.92 Cr