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HSBC Focused Fund - Regular IDCW

HSBC · International
High
₹16.45
Current NAV
30 Oct 2026
-9.3%
1Y Return
3.2%
3Y CAGR
0.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.64).
  • Very large asset base (AUM: ₹18,690 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.04%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.64
Sharpe Ratio
1.24
Beta
6.64
Alpha
2.20
Sortino
Fund Details
Fund House HSBC
Category International
AUM ₹18690 Cr
Expense Ratio 2.04%
Min SIP ₹500
Min Lumpsum ₹1000
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