HSBC India Export Opportunities Fund - Regular Growth
Expense Ratio: 2.11
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 05-09-2024
Exit Load: Nil
Fund Size:₹1,449.21 Cr
Performance
1Y
Fund10.92%
Cat. Avg.N/A
2Y
FundN/A
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
Fund4.95%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mayank Chaturvedi
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 | 107.46 | 4.95% |
| 2 | Reliance Industries Limited | 96.42 | 4.44% |
| 3 | Larsen & Toubro Limited | 88.35 | 4.07% |
| 4 | Hindalco Industries Limited | 86.66 | 3.99% |
| 5 | Bharti Airtel Limited | 78.09 | 3.59% |
| 6 | Pearl Global Industries Limited | 76.97 | 3.54% |
| 7 | TVS Motor Company Limited | 74.24 | 3.42% |
| 8 | GE Vernova T&D India Limited | 74.09 | 3.41% |
| 9 | National Aluminium Company Limited | 73.84 | 3.40% |
| 10 | CCL Products (India) Limited | 71.54 | 3.29% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66109 | +10.2% | +22.0% |
| SI | 07 Oct, 24 | 1.10 L. | 1.24 L. | +12.4% | +13.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.11 L. | +10.9% | +10.9% |
| SI | 30 Sep, 24 | 1 L. | 1.09 L. | +9.0% | +5.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.