Fund Details
HSBC Focused Equity Fund Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.80% |
| NAV | ₹13.09 (16 Apr 2021) |
|---|---|
| Fund Started | 21 Jul 2020 |
| Fund Size | ₹577 Cr |
Comparison
Found nothing so far.
1. Age is less than 5 years
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.5% |
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 5.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.8% |
| Bajaj Finance Ltd. | Financial | Equity | 4.7% |
| HCL Technologies Ltd. | Technology | Equity | 4.1% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.7% |
Fund Managers
HSBC Focused Equity Fund Regular IDCW Details
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 21 Jul 2020. 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 ₹577 Cr and the Latest NAV as of 16 Apr 2021 is ₹13.09.
The HSBC Focused Equity Fund Regular IDCW is rated Very 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.
