OriginFunds
HSBC Mutual Fund

HSBC Focused Fund - Regular IDCW

Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★ISIN INF336L01PF3
NAV · 06-Jul-2026
18.6417
1M
+4.41%
6M
-0.49%
1Y (CAGR)
-4.73%
3Y (CAGR)
+5.94%
5Y (CAGR)
+5.27%
Since inception (CAGR)
+10.96%

NAV history

16.0417.6019.1704-07-202303-07-202618.48
 hover for values

Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
17.22%
Downside dev (3y)
15.75%
Max drawdown (3y)
-21.7%
Sharpe (3y)
-0.03
SIP XIRR (3y)
+2.37%
SIP XIRR (5y)
+4.95%
Calendar-year returns
2021 +24.0%2022 -8.9%2023 +21.3%2024 +13.8%2025 -6.7%

Fund facts

AUM₹16,794 Cr
TER · AMFI officialDirect 1.06% · Regular 2.24% (2026-06-30)
Launch date01-Jul-2020
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility15.78
AMCHSBC Asset Management (India) Private Ltd.

Objective · To seek long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. However, there is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗