- Home
- Mutual Funds
- HSBC Mutual Fund
- HSBC Focused Fund Regular-growth
Fund Overview of HSBC Focused Fund Regular-growth
-
₹1,679.4 CrAUM
-
₹26.08NAV
-
2.24%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HSBC Focused Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.95% | NA | 3.06% |
| 6 Months | 2.13% | NA | 12.13% |
| 1 Year | 5.79% | 5.79% | 0.23% |
| 2 Years | 11.27% | 5.49% | 19.05% |
| 3 Years | 51.81% | 14.93% | 17.87% |
| 5 Years | 73.05% | 11.59% | 20.71% |
{{compareMutualFunds}}
Asset Allocation
equities
95.54%other assets or cash equivalents
4.46%HSBC Focused Fund Regular-growth is one Equity mutual fund offered by HSBC Mutual Fund. Launched on 22 Jul 2020, the fund aims Long term wealth creation. Investment in equity and equity related securities across market capitalization in maximum 30 stocks It manages assets worth ₹1,679.4 crore as on Sun May 31, 2026. The expense ratio stands at 2.24%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Focused Fund Regular-growth
The portfolio allocation consists of 95.54% in equities, 4.46% in other assets or cash equivalents.Managed by Neelotpal Sahai, it has delivered a return of 5.79% in the last year, a total return since inception of 16.45%.
Considering individual goals investors may review best sip investment as part of their long-term financial strategy.
Key Metrics of HSBC Focused Fund Regular-growth
-
Standard Deviation16.85%
-
Sharpe Ratio0.56%
-
Alpha1.22%
-
Beta1.03%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HSBC Flexi Cap Fund-growth
|
₹5,538 | 2.96% | 11.28% | 3.43% | 3.97% | 17.21% |
|
HSBC Flexi Cap Fund Direct-growth
|
₹5,538 | 3.03% | 11.51% | 3.83% | 4.76% | 18.10% |
|
HSBC Flexi Cap Fund Direct-idcw
|
₹5,538 | 3.03% | 11.51% | 3.83% | 4.76% | 18.10% |
|
HSBC Flexi Cap Fund-idcw
|
₹5,538 | 2.96% | 11.28% | 3.43% | 3.97% | 17.21% |
|
HSBC Focused Fund Direct-growth
|
₹1,679 | 2.48% | 9.28% | 2.72% | 6.98% | 16.28% |
|
HSBC Focused Fund Regular-idcw
|
₹1,679 | 2.37% | 8.95% | 2.13% | 5.79% | 14.93% |
|
HSBC Focused Fund Direct-idcw
|
₹1,679 | 2.48% | 9.28% | 2.72% | 6.98% | 16.28% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 7.71% | ₹129.41 Cr |
| Hdfc Bank Ltd | Financial | 6.65% | ₹111.68 Cr |
| Larsen & Toubro Ltd | Industrials | 4.85% | ₹81.53 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.66% | ₹78.29 Cr |
| Ge T&d India Ltd | Industrials | 4.60% | ₹77.23 Cr |
| Repo | Unspecified | 4.59% | ₹77.11 Cr |
| Nippon Life India Asset Management Ltd | Financial | 4.59% | ₹77.01 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.51% | ₹75.77 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.41% | ₹73.99 Cr |
| Kei Industries Ltd | Industrials | 4.23% | ₹71.11 Cr |
| Infosys Ltd | Technology | 3.80% | ₹63.85 Cr |
| Shadowfax Technologies Ltd. | 3.68% | ₹61.76 Cr | |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.40% | ₹57.05 Cr |
| Zomato Ltd | Technology | 2.98% | ₹50.12 Cr |
| Mankind Pharma Ltd. | Healthcare | 2.97% | ₹49.89 Cr |
| Blue Star Ltd | Industrials | 2.84% | ₹47.67 Cr |
| Hdb Financial Services Limited Eq | Financial | 2.78% | ₹46.61 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 2.71% | ₹45.53 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 2.56% | ₹43.07 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 2.37% | ₹39.81 Cr |
| Td Power Systems Ltd | Industrials | 2.36% | ₹39.56 Cr |
| Swiggy Ltd. | Technology | 2.30% | ₹38.69 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 2.29% | ₹38.48 Cr |
| Rbl Bank Ltd | Financial | 2.26% | ₹37.95 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 2.11% | ₹35.51 Cr |
| Artemis Medicare Services Ltd | Healthcare | 2.03% | ₹34.17 Cr |
| Britannia Industries Ltd | Consumer Staples | 1.86% | ₹31.23 Cr |
| Meghmani Finechem Ltd | Materials | 1.73% | ₹29.10 Cr |
| Pine Labs Ltd. | 1.20% | ₹20.23 Cr | |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹18.46 Cr |
| Net Payables | Unspecified | -0.13% | ₹-2.44 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Focused Fund Regular-growth
What is the current AUM of HSBC Focused Fund Regular-growth?
As of Sun May 31, 2026, HSBC Focused Fund Regular-growth manages assets worth ₹1,679.4 crore
How has HSBC Focused Fund Regular-growth performed recently?
- 3 Months: 8.95%
- 6 Months: 2.13%
What is the long-term performance of HSBC Focused Fund Regular-growth?
- 3 Years CAGR: 14.93%
- 5 Years CAGR: 11.59%
- Since Inception: 16.45%
What is the portfolio composition of HSBC Focused Fund Regular-growth?
Equity: 95.54%, Others: 4.46%.
Who manages HSBC Focused Fund Regular-growth?
HSBC Focused Fund Regular-growth is managed by Neelotpal Sahai from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Focused Fund Regular-growth?
Large Cap: 49.60%, Mid Cap: 32.53%, Small Cap: 17.87%.
Which are the top companies HSBC Focused Fund Regular-growth has invested in?
- ICICI Bank Ltd – 7.71% of the fund's portfolio
- HDFC Bank Ltd – 6.65% of the fund's portfolio
- Larsen & Toubro Ltd – 4.85% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 4.66% of the fund's portfolio
- GE T&D India Ltd – 4.60% of the fund's portfolio
Which are the major sectors HSBC Focused Fund Regular-growth focuses on?
- Financial – 33.16% of the fund's portfolio
- Industrials – 18.88% of the fund's portfolio
- Technology – 9.08% of the fund's portfolio
- Consumer Discretionary – 8.90% of the fund's portfolio
- Healthcare – 7.71% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
