HSBC Financial Services Fund - Direct (G) logo

HSBC Financial Services Fund Direct Growth

NAV ₹12.16 as on 17 Nov 2025

RiskVery High

Fund Size₹761.38Cr

NAV₹12.16 as on 17 Nov 2025
RiskVery High
Fund Size₹761.38Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

If the units redeemed or switched out are up to 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1% If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Basic Details

Age

0 years 9 months (Since Feb 27, 2025)

Return since Launch

21.58%

Expense ratio

1%

Type

OPEN

AUM (Fund Size)

₹761.38

Risk Grade

Very High

Benchmark

BSE Financial Services TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Gautam Bhupal

Experience:

Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008.

RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#14 in India
Total AUM₹1,36,404.86Cr
Date of Incorporation12 Dec 2001
HSBC Financial Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 Feb 2025. The fund currently has an Asset Under Management(AUM) of ₹1,36,404.86 Cr and the Latest NAV as of 17 Nov 2025 is ₹12.16.
The HSBC Financial Services Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of If the units redeemed or switched out are up to 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1% If units are redeemed or switched out on or after 1 year from the date of allotment - Nil..
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Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns----
Category average8.02%6.14%3.98%-
Rank within category000-

FAQ’s

What kind of returns does HSBC Financial Services Fund Direct Growth provide?

HSBC Financial Services Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by HSBC Financial Services Fund Direct Growth?

The Expense Ratio charged by HSBC Financial Services Fund Direct Growth is 1%.

What is the AUM size of HSBC Financial Services Fund Direct Growth?

The AUM size of HSBC Financial Services Fund Direct Growth is ₹761.38Cr.

What is the minimum SIP amount that you can invest in HSBC Financial Services Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in HSBC Financial Services Fund Direct Growth .

What are the top stock holdings of HSBC Financial Services Fund Direct Growth?

The top stock holdings of HSBC Financial Services Fund Direct Growth include and HDFC Bank Ltd.

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*By clicking, I agree to the T&C and Whatsapp updates.