HSBC VALUE FUND - GROWTH

NORMAL RISK
Equity
Equity: Value Oriented
6M returns
25.76 %
Current NAV
98.25
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Min. SIP
5000
AUM
₹ 11430.7 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

NTPC4.9 %
ICICI Bank4.1 %
Jindal Stainless3.9 %
State Bank of India3.4 %
The Federal Bank3.1 %
Larsen & Toubro2.5 %

Fund Manager

VM
Venugopal Manghat
GB
Gautam Bhupal
VN
Vihang Naik
SG
Sonal Gupta

Fund Information

Launched
24 Nov 2022(1 years ago)
Expense ratio1.77%
Exit LoadFor units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The Scheme seeks to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. It could also additionally invest in Foreign Securities in international markets.

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