FundLens
60
FocusedHold

HSBC Focused

HSBC · Direct–Growth · rank #8 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
11.1%
+8.1% vs index
3 Years
15.6%
+4.0% vs index
5 Years
12.9%
+2.6% vs index
Since launch
19.5%

Year-by-year performance

last entry = YTD
2021
+31.9%
2022
-0.4%
2023
+30.9%
2024
+24.3%
2025
+3.0%
2026
+5.9%

Why this score

HSBC Focused scores 60/100 — #8 of 28 Focused fund (Hold). It stands out for 3y return and 5y return — beating 76% of peers on 3y return. The main drag is its volatility (better than only 16% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

3Y return15.55% · 76th percentile in category
5Y return12.92% · 73rd percentile in category
Volatility16.89 · 16th percentile in category
Sortino ratio0.79 · 70th percentile in category
1Y return11.08% · 80th percentile in category
Fund size1772.71 Cr · 34th percentile in category

Top holdings

top 5 = 28.3% of portfolio
1.ICICI Bank Ltd8.34%
2.HDFC Bank Ltd6.33%
3.Shriram Transport Finance Company Ltd4.72%
4.Larsen & Toubro Ltd4.44%
5.Reliance Industries Ltd4.43%

28 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Focused funds