HSBC Mutual Fund

HSBC India Opportunities Fund--

HSBC Mutual Fund

Expense Ratio: 1.92
Risk: Very High
Equity Scheme - Flexi Cap Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 22-01-2004
Exit Load: Nil
Fund Size:₹5,229.37 Cr

Performance

1Y
FundN/A
Cat. Avg.-2.14%
2Y
FundN/A
Cat. Avg.-1.72%
3Y
FundN/A
Cat. Avg.10.20%
5Y
FundN/A
Cat. Avg.8.47%
10Y
FundN/A
Cat. Avg.12.36%
SI
FundN/A
Cat. Avg.11.03%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ICICI Bank Limited232.704.20%
2HDFC Bank Limited174.193.15%
3Reliance Industries Limited157.902.85%
4Mtar Technologies Limited151.412.73%
5TD Power Systems Limited125.262.26%
6Multi Commodity Exchange of India Ltd.116.192.10%
7State Bank of India115.782.09%
8Samvardhana Motherson International Ltd111.352.01%
9Axis Bank Limited108.671.96%
10Shriram Finance Limited108.301.96%

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