HSBC India Export Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
Launch date05 Sep 2024
Allotment date25 Sep 2024
End date19 Sep 2024
NAV₹10.00

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

Rank (total assets)#21 in India
Total AUM₹1,18,706.31Cr
Date of Incorporation27 May 2002

HSBC India Export Opportunities Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,18,706 Cr and the Latest NAV as of 14 Jan 2025 is ₹9.54. The HSBC India Export Opportunities Fund Direct 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 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
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