HSBC India Export Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 10 Jan 2025₹9.78
Min. SIP amount₹500
RatingNA
Fund size₹1,749.56Cr

Return calculator

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns2.6%2.6%NA1.6%
Category averageNANANANA
Rank with in category77NANA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
HealthcareEquity3.67%
ConstructionEquity3.66%
CommunicationEquity3.10%
EnergyEquity3.01%
AutomobileEquity2.92%
Consumer StaplesEquity2.85%
Consumer StaplesEquity2.61%
TechnologyEquity2.60%
ServicesEquity2.50%
FinancialEquity2.50%
TechnologyEquity2.47%
TechnologyEquity2.44%
Capital GoodsEquity2.44%
TechnologyEquity2.38%
Metals & MiningEquity2.30%
AutomobileEquity2.27%
Capital GoodsEquity2.14%
Metals & MiningEquity2.12%
TechnologyEquity2.10%
Capital GoodsEquity2.09%
Metals & MiningEquity2.01%
TechnologyEquity1.98%
HealthcareEquity1.98%
HealthcareEquity1.97%
ServicesEquity1.97%
HealthcareEquity1.96%
ServicesEquity1.94%
TextilesEquity1.74%
AutomobileEquity1.71%
HealthcareEquity1.69%
AutomobileEquity1.65%
Capital GoodsEquity1.59%
Metals & MiningEquity1.54%
TextilesEquity1.49%
Consumer StaplesEquity1.47%
ServicesEquity1.43%
ChemicalsEquity1.42%
ChemicalsEquity1.30%
HealthcareEquity1.29%
Capital GoodsEquity1.14%
ServicesEquity1.13%
TextilesEquity1.02%
Capital GoodsEquity0.98%
TextilesEquity0.98%
Capital GoodsEquity0.96%
ChemicalsEquity0.91%
ChemicalsEquity0.86%
ChemicalsEquity0.69%
FinancialEquity0.68%
ServicesEquity0.51%
See All

Expense ratio, exit load and tax

Expense ratio: 0.63%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Siddharth Vora
Oct 2024 - Present
View details

Education
Mr. Vora has done B.E, PGDM and CFA
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Investment Management Ltd., Reliance Nippon Life Insurance Company Ltd., Religare Capital Market Ltd. and Motilal Oswal Securities Ltd
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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