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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 49.86 | 1.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 49.21 | 1.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Focused Fund(IDCW) | 30.81% | 15.51% | 22.35% |
SBI Focused Equity Fund(IDCW-Payout) | 22.65% | 10.27% | 13.55% |
HDFC Focused 30 Fund(IDCW) | 25.44% | 16.26% | 5.19% |
Axis Focused Fund(IDCW) | 13.67% | -3.33% | 10.31% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
8.84 %
Holdings
5.94 %
Holdings
4.22 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,27,721.01 Cr.
Neelotpal Sahai
AUM: ₹5,186.21 Cr.
|
Exp: 18yrs
Cheenu Gupta
AUM: ₹42,472.39 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%