58
FocusedHold
HSBC Focused
HSBC · Direct–Growth · rank #10 of 28 by Smart Score
Data updated
Trailing returns
1 Year
3.2%
+7.9% vs index
3 Years
13.3%
+3.9% vs index
5 Years
10.3%
+2.4% vs index
Since launch
18.3%
Year-by-year performance
2021
+31.9%+1.3% vs index
2022
-0.4%-4.2% vs index
2023
+30.9%+4.4% vs index
2024
+24.3%+8.7% vs index
2025
+3.0%-4.7% vs index
2026
+1.6%+7.6% vs index
Why this score
HSBC Focused scores 58/100 — #10 of 28 Focused fund (Hold). It stands out for 3y return and sharpe ratio — beating 69% 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 return13.28% · 69th percentile in category
Volatility17.18 · 16th percentile in category
Sharpe ratio0.54 · 70th percentile in category
5Y return10.35% · 60th percentile in category
Alpha3.68 · 70th percentile in category
1Y return3.24% · 80th percentile in category
Top holdings
1.ICICI Bank Ltd7.78%
2.HDFC Bank Ltd6.48%
3.Shriram Transport Finance Company Ltd4.35%
4.Larsen & Toubro Ltd4.3%
5.Multi Commodity Exchange Of India Ltd4.24%
28 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.