EquityFocused FundDirect · Growth
HSBC Focused Fund - Direct Growth
HSBC · Scheme 148411
₹29.43▼ 0.04%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
15.9%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.79% |
| 3 Months | +6.20% |
| 6 Months | +6.78% |
| 1 Year | +9.60% |
| 3 Years (CAGR) | +15.93% |
| 5 Years (CAGR) | +14.05% |
| 10 Years (CAGR) | — |
| Since Launch | +19.69% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns65
Consistency99
Risk-adjusted61
Downside protection61
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +15.9%
- ✓ 5Y CAGR: +14.1%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 79% of windows
- ✓ Alpha vs benchmark: +6.7%
Risk metrics
Sharpe ratio
0.83
Sortino ratio
1.09
Volatility
15.79%
Max drawdown
-21.21%
Downside capture
96.40%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.