HSBC India Export Opportunities Fund Growth

HSBC India Export Opportunities Fund Growth

1M
6M
1Y
All
NAV: 21 Sep '26
₹11.73
Min. for SIP
₹500
Fund size (AUM)
₹1,325.79 Cr
Expense ratio
2.36%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,357
+2.38%
6 months₹30,000₹32,841
+9.47%
1 year₹60,000₹68,359
+13.93%

Holdings (50)

NameSectorInstrumentsAssets
Avalon Technologies Ltd.IndustrialsEquity7.42%
Pearl Global Industries LtdConsumer DiscretionaryEquity5.17%
Hindalco Industries LtdMaterialsEquity3.97%
Divi's Laboratories LtdHealthcareEquity3.87%
Reliance Industries LtdEnergy & UtilitiesEquity3.46%
RepoUnspecifiedRepo3.37%
Larsen & Toubro LtdIndustrialsEquity3.16%
Garware Hi-Tech Films LtdMaterialsEquity2.94%
TVS Motor Company LtdConsumer DiscretionaryEquity2.67%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity2.61%
Aarti Industries LtdMaterialsEquity2.42%
eClerx Services LtdTechnologyEquity2.42%
National Aluminium Company LtdMaterialsEquity2.39%
Indo Count Industries LtdConsumer DiscretionaryEquity2.38%
Torrent Pharmaceuticals LtdHealthcareEquity2.35%
TD Power Systems LtdIndustrialsEquity2.32%
Sun Pharmaceutical Industries LtdHealthcareEquity2.26%
GE T&D India LtdIndustrialsEquity2.25%
Wockhardt LtdHealthcareEquity2.24%
Bharti Airtel LtdTechnologyEquity2.17%
Stylam Industries LtdIndustrialsEquity2.13%
Tech Mahindra LtdTechnologyEquity2.13%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.81%
Jyoti CNC Automation Ltd.IndustrialsEquity1.77%
KPR Mills LtdConsumer DiscretionaryEquity1.70%
Shriram Transport Finance Company LtdFinancialEquity1.66%
Ather Energy Ltd.Consumer DiscretionaryEquity1.58%
Sagility India Ltd.IndustrialsEquity1.52%
Kotak Mahindra Bank LtdFinancialEquity1.47%
KSH International Ltd.IndustrialsEquity1.40%
Firstsource Solutions LtdIndustrialsEquity1.38%
Billionbrains Garage Ventures Ltd.FinancialEquity1.36%
CCL Products (India) LtdConsumer StaplesEquity1.34%
Eicher Motors LtdConsumer DiscretionaryEquity1.33%
Marico LtdConsumer StaplesEquity1.31%
Varun Beverages LtdConsumer StaplesEquity1.30%
Lupin LtdHealthcareEquity1.27%
Senores Pharmaceuticals Ltd.HealthcareEquity1.27%
APL Apollo Tubes LtdIndustrialsEquity1.25%
Mphasis LtdTechnologyEquity1.19%
RBL Bank LtdFinancialEquity1.15%
Craftsman Automation LtdConsumer DiscretionaryEquity1.15%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.03%
LTIMindtree LtdTechnologyEquity0.99%
Tata Consumer Products LtdConsumer StaplesEquity0.96%
Diamond Power Infrastructure LtdIndustrialsEquity0.89%
State Bank of IndiaFinancialEquity0.87%
Apar Industries LtdDiversifiedEquity0.73%
Jindal Stainless LtdMaterialsEquity0.49%
Net PayablesUnspecifiedNet Payables-0.27%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+8.3%+28.6%+17.1%+17.3%
Category average (Equity Thematic)+1.2%+13.2%+2.5%+193.0%
Rank (Equity Thematic)583--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

AG
Abhishek Gupta
Sep 2024 - Present
View details

Education
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience
Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.

SV
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

About HSBC India Export Opportunities Fund Growth

HSBC India Export Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Abhishek Gupta is the Current Fund Manager of HSBC India Export Opportunities Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,57,695 Cr and the Latest NAV as of 21 Sep 2026 is ₹11.73. The HSBC India Export Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.;
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#21 in India
Total AUM₹1,57,695.29 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,