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HSBC Focused Equity Fund - Direct Plan


Equity: Multi Cap

Suitability:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a multi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes multi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -- 0.07 0.95 -- -- -- -- -- -- -- --
S&P BSE 500 TRI -- 0.31 1.88 -- -- -- -- -- -- -- --
Equity: Multi Cap -- 0.33 1.95 -- -- -- -- -- -- -- --
Rank within category -- 48 59 -- -- -- -- -- -- -- --
Number of funds in category 59 62 62 61 60 59 55 42 40 34 1

As on 07-Aug-2020

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Kotak Standard Multicap Fund - Direct Plan  | Invest Online
4 star
Jan-13 3.93 3.39 8.21 0.73 29,361
Axis Focused 25 Fund - Direct Plan  | Invest Online
5 star
Jan-13 7.70 7.14 10.32 0.63 11,043
UTI Equity Fund - Direct Plan  | Invest Online
4 star
Jan-13 14.16 7.57 7.63 1.40 9,750
SBI Focused Equity Fund - Direct Plan  | Invest Online
5 star
Jan-13 6.68 7.85 9.74 0.83 8,962
SBI Magnum Multicap Fund - Direct Plan  | Invest Online
4 star
Jan-13 -0.74 2.14 7.18 0.97 8,290

Best & Worst Performance

Best (Period) Worst (Period)
Week 0.95 (31-Jul-2020 - 07-Aug-2020) 0.03 (29-Jul-2020 - 05-Aug-2020)
Month -- ( - ) -- ( - )
Quarter -- ( - ) -- ( - )
Year -- ( - ) -- ( - )

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 500 TRI* 4.74 21.74 -0.02 -0.03 -- --
Equity: Multi Cap* 4.43 21.30 -0.03 -0.04 0.95 -0.34
Rank within category -- -- -- -- -- --
Number of funds in category -- -- -- -- -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on

* As on 31-Jul-2020

Asset Allocation (%)

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Concentration & Valuation

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Sector Allocation vis-à-vis Category

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Top Holdings

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As on

Fund Manager

— Gautam Bhupal since 01-Jul-2020

Education: Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

Experience: Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Funds Managed:

— Neelotpal Sahai since 01-Jul-2020

Education: Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM

Experience: Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

Funds Managed:


0.07%

Change from previous, NAV as on 07-Aug-2020

Growth: ₹ 10.0519

Dividend: ₹ 10.0519


Investment Strategy

The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization.

Investment Details

Minimum Investment (₹) 5,000
Minimum Addl Investment (₹) 1,000
Minimum SIP Investment (₹) --
Minimum No of Cheques --
Minimum Withdrawal (₹) 1,000
Minimum Balance (₹) --
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: HSBC Mutual Fund
Launch Date: 22-Jul-2020
Return Since Launch: 0.52%
Benchmark: S&P BSE 200 TRI
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ -- Cr (As on )
Expense: -- (As on )
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: HSBC Global Asset Management Company (India) Private Limited

Address: The Hongkong and Shanghai Banking Corp. Ltd. 16, V. N. Road, Fort, Mumbai - 400001

Phone: 022-66145000 / 66668819 / 1800-200-2434

Fax: 022-40029600

Email: [email protected]

Website: http://www.assetmanagement.hsbc.co.in

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

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