HSBC Focused Fund Direct-Growth
Equity: Focused - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹26.85-1.95%
23 Oct 2026
Similar Funds
Side-by-side comparison of HSBC Focused Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -2.67% | -5.26% | 7 / 28 |
| 3Y Return | +12.14% | 11.44% | 9 / 26 |
| 5Y Return | +9.39% | 9.36% | 12 / 24 |
| 10Y Return | — | 12.92% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Focused
Top funds by AUM in the Equity: Focused category — see how HSBC Focused Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 500 Total Return Index
Top funds tracking the NIFTY 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to HSBC Focused Fund Direct-Growth?
Funds similar to HSBC Focused Fund Direct-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Focused Fund Direct-Growth in its category?
On a 3-year return basis HSBC Focused Fund Direct-Growth is ranked 9 out of 26 funds in the Equity: Focused category as of 22 Oct 2026. On a 5-year return basis it ranks 12 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HSBC Focused Fund Direct-Growth's expense ratio compare to similar funds?
HSBC Focused Fund Direct-Growth has an expense ratio of 1.09%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82% and HDFC Focused Fund Direct-Growth has 0.83%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Focused Fund Direct-Growth's AUM compare to similar funds?
HSBC Focused Fund Direct-Growth has an AUM of ₹1,750.52 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹50,180.3 crore and HDFC Focused Fund Direct-Growth has ₹26,552.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 19.28% as of 22 Oct 2026. HSBC Focused Fund Direct-Growth has delivered 12.14% CAGR over the same period, ranking 9 out of 26 funds. You can view and compare the full category ranking on sharpely.
How does HSBC Focused Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Focused Fund Direct-Growth has a Sharpe ratio of 0.52 compared to the Equity: Focused average of 0.42 as of 22 Oct 2026. It ranks 8 out of 27 funds in its category on Sharpe ratio.