Primarily market-linked growth exposure
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.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equities and Equity related securities- 65%-100% (Risk Profile - High) Debt Instruments & Money Market Instruments (including Cash & Cash equivalents)-0%-35% (Risk Profile - Low to Medium) Units issued by REITs and InvITs-0%- 10% (Risk Profile - Medium to High) * Subject to overall limit of 30 stocks across market capitalization.
- SEBI category
- Focused Fund
- Fund type
- An open ended equity scheme investing in maximum 30 stocks across market caps.
- Primary benchmark
- Nifty 500 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Neelotpal Sahai (For Equity) · Sonal Gupta (For Equity) · Mr. Mayank Chaturvedi (For Overseas Investment)
- Manager tenure on this scheme
- Neelotpal Sahai (For Equity) — since 29/07/2020 · Sonal Gupta (For Equity) — since 12/2023 · Mr. Mayank Chaturvedi (For Overseas Investment) — since 01/10/2025
- Role / co-management
- Neelotpal Sahai (For Equity) — Primary · Sonal Gupta (For Equity) — Primary - For Equity · Mr. Mayank Chaturvedi (For Overseas Investment) — For Overseas Investment
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| HSBC Focused Fund - Direct Plan - Growth | ₹29.8360 | 04 Sep 2026 |
| HSBC Focused Fund - Direct Plan - IDCW | ₹22.1373 | 04 Sep 2026 |
| HSBC Focused Fund - Regular Plan - Growth | ₹27.4528 | 04 Sep 2026 |
| HSBC Focused Fund - Regular Plan - IDCW | ₹17.7328 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.22%, Direct 1.04%
- Exit load
- Exit Load : If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1% If units are redeemed or switched out on or after 1 year from the date of allotment– Nil A switch-out or a withdrawal under SWP may also attract an Exit Load like any Redemption. No Exit load will be chargeable in case of switches made between different options of the Scheme. No Exit load will be chargeable in case of Units allotted on account of dividend reinvestments, if any.
- Minimum application
- Rs. 5,000 per application · multiples of 1
- SIP frequency
- SIP - Daily (All Business Days from Monday to Friday), Weekly (Any Day from Monday to Friday), Monthly (Default: 10th), Quarterly (Default: 10th); STP - Daily/Weekly/Fortnightly/Monthly/Quarterly SWP - Monthly/Quarterly/Half-yearly/Annual:
- Minimum SIP amount
- SIP - 500 Daily 6; 500 Weekly 6; 500 Monthly 6; 1500 Quarterly 4 ; Minimum Aggregate Amount: Rs. 6,000/- in multiples of Re.1. SWP - 500 STP - 500;The minimum amount required under the source scheme for registering STP is Rs. 6,000.
- Minimum instalments
- SIP - Daily - 6 installments; Weekly - 6 installments ; Monthly - 6 installments; Quarterly - 4 installments STP - 6 installments SWP - 12 installments
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.