HSBC Mutual Fund · Equity · Focused · Regular plan
HSBC Focused Fund - Regular Plan - Growth
₹25.7757NAV on 2 Nov 2026Expense ratio 2.26%
3 Nov 2025NAV low 22.59 · high 27.97+0.4%
In plain words
Over 3 years it returned +12.3% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.9%.
On 3-year return it ranks 10 of 27 funds in Focused.
A monthly SIP over 5 years ended ₹26,733 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.5% | +4.6% |
| 3 months | -3.8% | -3.8% |
| 6 months | +1.9% | -1.6% |
| 1 year | +1.1% | -8.1% |
| 3 years (yearly) | +12.3% | +8.0% |
| 5 years (yearly) | +9.3% | +6.5% |
| Since start (yearly) | +16.4% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,605 | +0.9% |
| 3 years | ₹3,60,000 | ₹3,88,375 | +5.0% |
| 5 years | ₹6,00,000 | ₹7,71,965 | +10.0% |
Other plan of this fund: HSBC Focused Fund - Direct Plan - Growth