HSBC Financial Services Fund Regular-Growth
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Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:28 PM
Fund Details
NAV 12.0338
Sub-Type Sectoral-Banking
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.82
Fund Size(in Crores) 803.38
Fund Performance
1 Month 0.0%
3 Month 4.69%
6 Month 6.07%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.4%) Market Cap Small Cap 54.96 Large Cap 2.02 Mid Cap 41.42 Top Sectors Technology 63.12 Services 26.6 Financial 4.92 Consumer Discretionary 2.12 Energy 1.63 Top Holding Firstsource Solutions 3.45 Mastek 4.12 Emmvee Photovoltaic Power 1.63 Hexaware Technologies 5.47 Mphasis 3.98 Affle 3I 3.06 Info Edge (India) 3.97 Intellect Design Arena 3.22 Yatra Online 1.28 eClerx Services 4.8 RateGain Travel 3 Birlasoft 5.33 One97 Communications 5.48 Coforge 8.41 Netweb Technologies India 3.33 PB Fintech 5.6 Zaggle Prepaid Ocean Services 2.49 Persistent Systems 3.27 Billionbrains Garage Ventures 3.12 Unicommerce ESolutions 1.69 Lenskart Solutions 2.12 Eternal 2.02 CE Info Systems 4 Sonata Software 5.49 Pine Labs 1.8 Zensar Technologies 6.27
Debt & Others (1.6%) Sector Allocation Net Receivables 0.18 Reverse Repo/CBLO 1.42 Debt Credit Ratings Debt Category Others 1.6
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.31%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Harsh Shah
Education B.Com, C.A, CFA
Experience Prior to joining HSBC MF he was associated with L&T Investment Management Limited, Edelweiss Broking Limited, SilverArch Investment Management Private Limited.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Gautam Bhupal
Education Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-02-27
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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