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HSBC India Export Opportunities Fund - Regular Growth
HSBC India Export Opportunities Fund - Regular Growth
Category: Equity: Thematic-Others
Launch Date: 25-09-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM 1 - Abhishek Gupta, FM 2 - Siddharth Vora, FM 3 - Sonal Gupta
Investment Objective
The investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.1% As on (31-10-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
1,578.56 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for HSBC India Export Opportunities Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HSBC India Export Opportunities Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC India Export Opportunities Fund - Regular Growth | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Healthcare | 12.0 |
| Capital Goods | 11.76 |
| Automobile and Auto Components | 10.51 |
| Information Technology | 10.43 |
| Fast Moving Consumer Goods | 6.56 |
| Services | 6.29 |
| Consumer Services | 5.81 |
| Textiles | 5.58 |
| Metals & Mining | 4.97 |
| Oil, Gas & Consumable Fuels | 4.71 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/- | 4.95 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.71 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.15 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.0 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.92 |
| ECLERX SERVICES LIMITED EQ | 3.82 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 3.26 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.22 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.21 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.13 |