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

HSBC Financial Services IDCW Payout Direct Plan

NAV
₹10.8876
+1.52%
(17 Apr)
AUM
540 Cr
TER
0.89%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+6.0%
+4.2%
+4.2%
+4.2%
NA
3Y
+29.2%
+30.9%
+30.9%
+30.9%
NA
5Y
+34.9%
+31.3%
+31.3%
+31.3%
NA
ALL
+12.7%
+11.9%
+11.9%
+11.9%
+8.9%
VOL
21.9%
20.4%
20.4%
20.4%
18.6%
TER
1.0%
0.8%
0.8%
0.8%
0.9%
AUM
₹2,329 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹540 Cr
INFO
0.58
0.59
0.59
0.59
0.48
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 IDCW Payout (DP)
₹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
Treps
86.4%
Net Current Assets (Including Cash & Bank Balances)
6.2%
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
5.2%
Kotak Mahindra Bank Ltd
2.2%
Axis Bank Ltd
1.8%
Nippon Life India Asset Management Ltd Ordinary Shares
1.7%
Shriram Finance Ltd
0.9%
KFin Technologies Ltd
0.9%
PB Fintech Ltd
0.9%
Top industry exposure
Financial Services
18.9%
Technology
0.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
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

FAQs