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EquitySectoral/ ThematicDirect · Growth

HSBC India Export Opportunities Fund - Direct Growth

HSBC · Scheme 152829

11.66 0.29%NAV · 2026-08-05
75
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+5.39%
3 Months+14.31%
6 Months+13.69%
1 Year+19.59%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+8.78%

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 →

Returns100
Consistency50
Risk-adjusted36
Downside protection65
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +19.6%
  • 1Y return vs category: +11.1% vs category avg
  • Alpha vs benchmark: +10.6%
  • Max drawdown: -21%
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: 0.21
  • Sortino ratio: 0.30

Risk metrics

Sharpe ratio
0.21
Sortino ratio
0.30
Volatility
16.19%
Max drawdown
-20.55%
Downside capture
92.90%

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.

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