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HSBC Focused Fund - Regular Growth

  • Equity
  • Focused
  • Very High
  • Current NAV

    ₹22.07 0.1344%

    16-04-2024
  • Annual Returns

    38.35%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 98.83%
  • Others 1.17%

Market Cap

Allocation
Large Cap 58.77
Mid Cap 21.31
Small Cap 18.75

Sector Allocation

Financial

Construction

Technology

Healthcare

Energy

Services

Consumer Discretionary

Automobile

Capital Goods

Metals & Mining

Chemicals

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (24.57) 8.23% 17.67 18.72%
HDFC Bank Ltd. Large Cap Financial (24.57) 6.58% 19.42 -10.86%
Reliance Industries Ltd. Large Cap Energy (39.77) 5.48% 28.38 24.57%
DLF Ltd. Large Cap Construction (118.27) 5.35% 91.23 111.8%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 5.11% 39.4 57.01%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.41) 4.14% 8.66 78.3%
Axis Bank Ltd. Large Cap Financial (24.43) 4.03% 28.68 29.81%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 3.95% 41.38 53.01%
Infosys Ltd. Large Cap Technology (32.73) 3.77% 24.08 1.88%
Multi Commodity Exchange Of India Ltd. Small Cap Services (119.94) 3.53% 26765.7 155.45%
Power Mech Projects Ltd. Small Cap Construction (39.36) 3.46% 33.35 103.34%
Rainbow Children's Medicare Ltd. Small Cap Healthcare (91.57) 3.4% 60.54 72.04%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 3.4% 93.83 41.15%
TVS Motor Company Ltd. Large Cap Automobile (43.82) 3.34% 57.48 70.14%
Blue Star Ltd. Small Cap Consumer Discretionary (73.19) 3.18% 55.95 89.03%
Zensar Technologies Ltd. Small Cap Technology (36.96) 3.09% 25.69 109.02%
Shriram Finance Ltd Large Cap Financial (19.68) 3.05% 13.62 85.61%
Kei Industries Ltd. Mid Cap Capital Goods (59.82) 3.01% 63.23 120.89%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.41) 2.9% 56.1 29.63%
Coforge Ltd. Mid Cap Technology (32.73) 2.9% 45.64 29.31%
Sundaram Finance Ltd. Mid Cap Financial (32.41) 2.61% 32.24 99.31%
IDFC First Bank Ltd. Mid Cap Financial (24.57) 2.53% 19.3 52.88%
Mankind Pharma Ltd. Large Cap Healthcare (54.52) 2.34% 53 0%
Escorts Kubota Ltd. Mid Cap Automobile (62.21) 2.23% 33.44 56.3%
PB Fintech Ltd. Mid Cap Services (76.58) 2.19% 615.37 84.19%
Exide Industries Ltd. Mid Cap Capital Goods (40.99) 1.5% 44.65 147.79%
Tata Technologies Ltd Mid Cap Services (33.42) 1.44% 57.94 0%
RHI Magnesita India Ltd. Small Cap Capital Goods (36.44) 1.06% -25.38 -1.55%
Mangalore Chemicals & Fertilizers Ltd. Small Cap Chemicals (15.92) 1.03% 0 18.13%

Market Cap

Allocation
Others 1.17

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.27% 0%
Others Others -0.1% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for HSBC Focused Fund?

The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., DLF Ltd., Larsen & Toubro Ltd.

Top 5 Sector for HSBC Focused Fund?

The major sectors of this fund are Financial, Construction, Technology, Healthcare, Energy.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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