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

HSBC Financial Services IDCW Reinvest Direct Plan

NAV
₹12.3994
+0.40%
(20 Feb)
AUM
840 Cr
TER
0.76%
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
+31.2%
+31.2%
+31.2%
+29.2%
NA
3Y
+36.0%
+36.0%
+36.0%
+33.5%
NA
5Y
+29.4%
+29.4%
+29.4%
+27.5%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.8%
+24.0%
VOL
20.0%
20.0%
20.0%
20.1%
14.2%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹840 Cr
INFO
0.64
0.64
0.64
0.83
1.69
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 Reinvest (DR)
₹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 31st Jan
Top holdings
ICICI Bank Ltd
7.3%
HDFC Bank Ltd
6.2%
State Bank of India
5.4%
Shriram Finance Ltd
5.4%
Multi Commodity Exchange of India Ltd
5.2%
Nippon Life India Asset Management Ltd Ordinary Shares
4.9%
Axis Bank Ltd
4.6%
Kotak Mahindra Bank Ltd
4.1%
ICICI Prudential Asset Management Co Ltd
3.5%
Treps
3.3%
Top industry exposure
Financial Services
91.2%
Technology
4.0%
Industrials
0.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 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