Fund Details
HSBC Focused Equity Fund Regular Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.46% |
| NAV | ₹12.95 (15 Jan 2021) |
|---|---|
| Fund Started | 21 Jul 2020 |
| Fund Size | ₹583 Cr |
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.0% |
| Infosys Ltd. | Technology | Equity | 8.5% |
| ICICI Bank Ltd. | Financial | Equity | 8.2% |
| Reliance Industries Ltd. | Energy | Equity | 7.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 7.2% |
| Bajaj Finance Ltd. | Financial | Equity | 4.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.2% |
| HCL Technologies Ltd. | Technology | Equity | 4.0% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.7% |
Fund Managers
HSBC Focused Equity Fund Regular Dividend Details
HSBC Focused Equity Fund Regular Dividend is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 21 Jul 2020. Neelotpal Sahai is the Current Fund Manager of HSBC Focused Equity Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹583 Cr and the Latest NAV as of 15 Jan 2021 is ₹12.95.
The HSBC Focused Equity Fund Regular Dividend is rated Moderately High risk. Exit load of 1% if redeemed wihtin 1 year.
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 across market capitalization.
Tax Implications
Returns 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.
