HSBC Financial Services fund - Direct - Growth
Equity Schemes by HSBC Asset Management (India) Private Ltd.
1Y Returns (CAGR)
14.32%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹21.87 Cr
Qtr End: Jun 26
NAV
₹12.851
as of 02/09/2026
1Y Returns (CAGR)
14.32%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹21.87 Cr
Qtr End: Jun 26
NAV
₹12.851
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 6.40% | 28.17% | 15.46% |
| 6M | 7.93% | 16.49% | 21.86% |
| 1Y | 14.32% | 14.32% | 17.97% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 06/02/2025
- Fund Age
- 1.5 years
- Minimum Investment
- ₹5,000
- Fund House
- HSBC Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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