HSBC Infrastructure Equity Fund Direct Growth-3.39%

1Groww
-29.57%
1 Year Return
Equity
Sectoral/Thematic
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Infrastructure Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio1.23%
NAV17.55 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size90 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Infrastructure Equity Fund Direct Growth
-29.6%
-7.2%
-1.8%
2.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -29.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Larsen & Toubro Ltd.ConstructionEquity8.0%
    Srikalahasthi Pipes Ltd.MetalsEquity6.3%
    Deccan Cements Ltd.Cement & Cement ProductsEquity5.7%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity5.4%
    Sanghvi Movers Ltd.Industrial ManufacturingEquity4.5%
    Indian Oil Corporation Ltd.EnergyEquity4.2%
    Graphite India Ltd.Industrial ManufacturingEquity4.2%
    KEI IndustriesIndustrial ManufacturingEquity4.1%
    Hindustan Petroleum Corporation Ltd.EnergyEquity3.7%
    NCC Ltd.ConstructionEquity3.6%
    See All

    Fund Managers

    addGautam Bhupal
    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

    Other Details

    HSBC Infrastructure Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Dhiraj Sachdev is the Current Fund Manager of HSBC Infrastructure Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹90 Cr and the Latest NAV as of 08 Jul 2019 is ₹17.55.

    The HSBC Infrastructure Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    Seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities by investing primarily in sectors, areas and themes that play an important role in, and/or benefit from Indiaâ??s progress, reform process and economic development.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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