HSBC Focused Fund - Regular IDCW

HSBC Focused Fund - Regular IDCW is a scheme launched by HSBC Mutual Fund on July 22, 2020, and falls under the Focused fund category. It currently manages an AUM of Rs 1,646.63 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.1% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HSBC Focused Fund - Regular IDCW trailing returns over different times are -9.23% (1 year), 8.52% (3 year) and 11.81% (5 year). The average annual return of this fund stands at -8.96%.