HSBC India Export Opportunities Fund - Direct Growth
Expense Ratio: 0.76
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 05-09-2024
Exit Load: Nil
Fund Size:₹1,449.21 Cr
Performance
1Y
Fund16.73%
Cat. Avg.N/A
2Y
Fund7.71%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.97%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | AVALON TECHNOLOGIES LIMITED | 73.32 | 6.08% |
| 2 | GE Vernova T&D India Limited | 47.93 | 3.97% |
| 3 | Reliance Industries Limited | 47.40 | 3.93% |
| 4 | Pearl Global Industries Limited | 46.03 | 3.81% |
| 5 | Hindalco Industries Limited | 45.72 | 3.79% |
| 6 | Larsen & Toubro Limited | 42.17 | 3.49% |
| 7 | Garware Hi-Tech Films Ltd | 36.44 | 3.02% |
| 8 | Divi''s Laboratories Limited | 36.11 | 2.99% |
| 9 | WOCKHARDT LTD | 35.50 | 2.94% |
| 10 | National Aluminium Company Limited | 35.32 | 2.93% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 66415 | +10.7% | +23.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.40 L. | +16.5% | +16.4% |
| SI | 07 Oct, 24 | 1.25 L. | 1.46 L. | +16.6% | +15.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.17 L. | +16.7% | +16.7% |
| 2Y | 16 Oct, 24 | 1 L. | 1.16 L. | +16.0% | +7.7% |
| SI | 30 Sep, 24 | 1 L. | 1.17 L. | +17.0% | +8.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.