HSBC Value Fund - Regular IDCW

HSBC Value Fund - Regular IDCW is a scheme launched by HSBC Mutual Fund on January 08, 2010, and falls under the Value fund category. It currently manages an AUM of Rs 13,532.11 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 1.72% for managing the portfolio.

• Investing Strategy:

  To generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

• Performance:

  HSBC Value Fund - Regular IDCW trailing returns over different times are -10.8% (1 year), 11.18% (3 year) and 16.4% (5 year). The average annual return of this fund stands at -8.01%.