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HSBC India Export Opportunities Fund

Growth
10.060.14% (-0.01)

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HSBC India Export Opportunities Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,849 Cr
Very High RiskPrinciple investment will be at very high risk
10.060.14% (-0.01)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,849 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6352.06-0.08
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.70

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 500 - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC India Export Opportunities Fund———
ICICI Pru India Opp Fund25.77%28.23%24.22%
HDFC Manufacturing Fund———
SBI Innovative Opportunities Fund———

Price Comparison

Compare HSBC India Export Opportunities Fund with any MF, ETF, stock or index
Compare HSBC India Export Opportunities Fund with any MF, ETF, stock or index
HSBC India Export Opportunities Fund
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Asset Allocation

Actual

Target

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity5.82%94.18%

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+20 moreElectrical Components & EquipmentsPackaged Foods & MeatsMiscellaneousPharmaceuticalsIT Services & Consulting48.64 %5.54 %6.60 %8.48 %10.88 %19.88 %

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/AN/AN/A5.25%19.88%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Sun Pharmaceutical Industries Ltd
    SUNPHARMA
    3M change : 3.67 %

    Holdings

    3.67 %

    3.67 %
  • Larsen and Toubro Ltd
    LT
    3M change : 3.66 %

    Holdings

    3.66 %

    3.66 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 3.10 %

    Holdings

    3.10 %

    3.10 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,29,980.30 Cr.

Fund Manager Profile

Abhishek Gupta

AUM:  ₹15,907.77 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Siddharth Vora

AUM:  ₹1,849.95 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Sonal Gupta

AUM:  ₹2,008.24 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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