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

HSBC Focused IDCW Payout Direct Plan

NAV
₹23.8670
-0.19%
(1 Jul)
AUM
1,666 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+12.1%
+12.1%
+10.8%
+10.8%
+7.8%
+5.8%
3Y
+29.3%
+29.3%
+30.2%
+30.2%
+23.3%
+21.7%
5Y
+31.3%
+31.3%
NA
NA
NA
+22.5%
ALL
+16.1%
+16.1%
+26.4%
+26.4%
+22.3%
+15.6%
VOL
19.9%
19.9%
16.6%
16.6%
16.4%
-
TER
0.6%
0.6%
0.6%
0.6%
0.9%
-
AUM
₹19,578 Cr
₹19,578 Cr
₹3,981 Cr
₹3,981 Cr
₹1,666 Cr
-
INFO
0.81
0.81
1.59
1.59
1.36
-
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 Focused 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 31st May
Top holdings
ICICI Bank Ltd
9.5%
Treps
6.3%
HDFC Bank Ltd
5.8%
Axis Bank Ltd
5.4%
Shriram Finance Ltd
4.8%
PB Fintech Ltd
4.8%
Infosys Ltd
4.7%
KEI Industries Ltd
4.3%
GE Vernova T&D India Ltd
4.0%
Swiggy Ltd
4.0%
Top industry exposure
Financial Services
37.2%
Industrials
13.9%
Consumer Cyclical
12.5%
Healthcare
10.7%
Technology
7.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Neelotpal Sahai
Sonal Gupta

FAQs