Aeterna Wealth
Focused · Regular plan · Growth

HSBC Focused Fund (Regular)

HSBC Mutual Fund · benchmark Nifty 500 TRI · 6.3 years old · AMFI code 148409

B
Track-record rating: 10 of 27 in Focused

B (middle of the peer group), score 56.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months5.4%2.5%+2.9%18 / 28
1 year5.5%-1.0%+6.6%5 / 28
3 years (a year)13.7%12.0%+1.7%11 / 27
5 years (a year)10.3%9.7%+0.7%12 / 22

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.3%
Max fall, 5Y-21.8%
Up capture, 3Y108
Down capture, 3Y104
Information ratio, 3Y0.32
Jensen's alpha, 3Y+1.4%
Beta, 3Y1.05
Sharpe, 3Y0.41

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Focused Fund (Regular plan)?

₹26.98 on 5 Nov 2026 (Growth option).

What is the expense ratio of HSBC Focused Fund (Regular)?

2.24% a year; the Direct plan's is 1.06%.

What return has HSBC Focused Fund given over 3 years?

13.7% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is HSBC Focused Fund rated?

B: 10 of 27 Regular plans in Focused, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.