HSBC Financial Services Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Financial Services Growth Direct Plan

NAV
₹11.2761
-0.57%
(12 Aug)
AUM
677 Cr
TER
1.01%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.3%
-1.1%
-6.8%
-7.6%
NA
3Y
+31.0%
+30.9%
+33.4%
+32.9%
NA
5Y
+30.1%
+34.7%
+31.1%
+29.3%
NA
ALL
+18.1%
+13.0%
+11.8%
+16.8%
+13.4%
VOL
16.3%
21.1%
20.2%
19.8%
16.1%
TER
0.5%
1.1%
0.8%
0.9%
1.0%
AUM
₹7,200 Cr
₹2,591 Cr
₹5,278 Cr
₹1,391 Cr
₹677 Cr
INFO
1.11
0.62
0.59
0.85
0.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Financial Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Net Current Assets (Including Cash & Bank Balances)
8.2%
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
6.9%
Nippon Life India Asset Management Ltd Ordinary Shares
6.6%
State Bank of India
5.1%
Multi Commodity Exchange of India Ltd
4.8%
Shriram Finance Ltd
4.6%
Axis Bank Ltd
4.4%
PB Fintech Ltd
4.1%
Kotak Mahindra Bank Ltd
4.1%
Top industry exposure
Financial Services
82.9%
Technology
4.0%
Industrials
1.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses. There is no assurance that the investment objective of the scheme will be achieved
Fund manager(s)
Gautam Bhupal

FAQs