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

HSBC Focused IDCW Payout Direct Plan

NAV
₹20.5308
+0.05%
(19 Apr)
AUM
1,570 Cr
TER
0.93%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.9%
+65.9%
+56.8%
+56.8%
+39.4%
+35.3%
3Y
+25.2%
+25.2%
+24.8%
+24.8%
+20.3%
+18.0%
5Y
NA
NA
+24.0%
+24.0%
NA
+15.7%
ALL
+28.3%
+28.3%
+17.8%
+17.8%
+25.3%
+16.0%
VOL
14.9%
14.9%
17.3%
17.3%
15.9%
-
TER
0.7%
0.7%
0.8%
0.8%
0.9%
-
AUM
₹2,350 Cr
₹2,350 Cr
₹809 Cr
₹809 Cr
₹1,570 Cr
-
INFO
1.91
1.91
1.03
1.03
1.59
-
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 Mar
Top holdings
ICICI Bank Ltd
8.7%
Reliance Industries Ltd
5.7%
Larsen & Toubro Ltd
5.6%
HDFC Bank Ltd
5.5%
DLF Ltd
5.4%
Oil & Natural Gas Corp Ltd
4.6%
Sun Pharmaceuticals Industries Ltd
4.1%
Axis Bank Ltd
4.0%
Titan Co Ltd
3.6%
Zensar Technologies Ltd
3.5%
Top industry exposure
Financial Services
30.7%
Industrials
18.3%
Technology
10.8%
Energy
10.3%
Healthcare
10.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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
Cheenu Gupta

FAQs