OtherThematic FundDirect · Growth
HSBC Financial Services Fund - Direct Growth
HSBC · Scheme 153266
₹12.87▼ 0.42%NAV · 2026-09-18
Decent FundScore
AUM
₹929 cr
Expense ratio
0.96%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Gautam BhupalExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
Decent · 70/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 15%.
- ✓1Y return vs category: +3.2% vs category avg
- ✓Max drawdown: -15%
- ✓Expense ratio: 0.96%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
70/100 · Decent
Returns
Decent
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.