HSBC Financial Services Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Financial Services Growth Direct Plan

NAV
₹11.4155
-2.16%
(13 Mar)
AUM
864 Cr
TER
0.75%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+25.4%
+24.1%
+23.9%
+19.2%
+14.3%
3Y
+32.8%
+31.0%
+29.8%
+28.8%
NA
5Y
+27.1%
+25.4%
+26.4%
NA
NA
ALL
+12.2%
+16.5%
+24.2%
+26.1%
+13.6%
VOL
20.0%
19.6%
21.8%
17.2%
15.0%
TER
0.8%
0.9%
0.6%
0.9%
0.8%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹864 Cr
INFO
0.61
0.84
1.11
1.51
0.90
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Financial Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
ICICI Bank Ltd
7.2%
Treps
6.0%
State Bank of India
5.8%
HDFC Bank Ltd
5.8%
Shriram Finance Ltd
5.5%
Nippon Life India Asset Management Ltd Ordinary Shares
5.0%
Axis Bank Ltd
4.5%
Kotak Mahindra Bank Ltd
4.1%
ICICI Prudential Asset Management Co Ltd
3.6%
Karur Vysya Bank Ltd
3.4%
Top industry exposure
Financial Services
89.8%
Technology
3.5%
Industrials
0.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
7%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses. There is no assurance that the investment objective of the scheme will be achieved
Fund manager(s)
Gautam Bhupal
Mayank Chaturvedi

FAQs