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

HSBC Focused IDCW Reinvest Direct Plan

NAV
₹24.6959
-0.33%
(3 Jan)
AUM
1,774 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+28.8%
+28.8%
+28.3%
+25.8%
+25.8%
+22.7%
3Y
+22.9%
+22.9%
+18.5%
+25.6%
+25.6%
+16.3%
5Y
+18.6%
+18.6%
NA
+23.8%
+23.8%
+18.5%
ALL
+16.2%
+16.2%
+26.1%
+16.0%
+16.0%
+15.8%
VOL
19.5%
19.5%
15.9%
20.0%
20.0%
-
TER
0.8%
0.8%
0.9%
0.6%
0.6%
-
AUM
₹212 Cr
₹212 Cr
₹1,774 Cr
₹15,521 Cr
₹15,521 Cr
-
INFO
0.83
0.83
1.64
0.80
0.80
-
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 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 30th Nov
Top holdings
ICICI Bank Ltd
8.8%
Treps
8.0%
Multi Commodity Exchange of India Ltd
5.6%
PB Fintech Ltd
4.3%
Infosys Ltd
4.2%
Sun Pharmaceuticals Industries Ltd
4.0%
Blue Star Ltd
3.9%
Zensar Technologies Ltd
3.9%
Axis Bank Ltd
3.8%
Rainbow Childrens Medicare Ltd
3.6%
Top industry exposure
Financial Services
28.1%
Industrials
16.6%
Consumer Cyclical
11.6%
Healthcare
11.4%
Technology
10.1%
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