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

HSBC Focused IDCW Payout Direct Plan

NAV
₹24.7836
-0.84%
(12 Dec)
AUM
1,754 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+54.3%
+53.3%
+32.0%
+31.5%
+31.5%
+28.7%
3Y
+23.2%
+23.3%
+19.1%
+26.5%
+26.5%
+16.6%
5Y
NA
NA
NA
+25.3%
+25.3%
+19.5%
ALL
+31.0%
+31.0%
+26.7%
+16.3%
+16.3%
+16.2%
VOL
15.4%
15.4%
15.9%
20.0%
20.0%
-
TER
0.6%
0.6%
0.9%
0.6%
0.6%
-
AUM
₹3,443 Cr
₹3,443 Cr
₹1,754 Cr
₹14,969 Cr
₹14,969 Cr
-
INFO
2.01
2.01
1.68
0.81
0.81
-
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 Oct
Top holdings
ICICI Bank Ltd
8.8%
Multi Commodity Exchange of India Ltd
5.9%
Treps
5.4%
Sun Pharmaceuticals Industries Ltd
4.2%
Infosys Ltd
4.0%
Blue Star Ltd
4.0%
DLF Ltd
4.0%
Axis Bank Ltd
4.0%
PB Fintech Ltd
3.9%
Reliance Industries Ltd
3.8%
Top industry exposure
Financial Services
28.9%
Industrials
15.7%
Consumer Cyclical
11.4%
Healthcare
11.3%
Technology
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
47%
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
Sonal Gupta

FAQs