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Home Mf Research Hsbc India Export Opportunities Fund Regular Plan Growth
HSBC Mutual Fund

Mutual Fund Research

HSBC India Export Opportunities Fund - Regular Plan - Growth

HSBC Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,018.56 +1.86%
Two Week 2026-10-19 ₹1,000.00 ₹1,019.29 +1.93%
One Month 2026-10-05 ₹1,000.00 ₹1,002.55 +0.25%
Three Months 2026-08-05 ₹3,000.00 ₹2,980.07 -0.66%
Six Months 2026-05-07 ₹6,000.00 ₹6,268.76 +4.48%
One Year 2025-11-03 ₹12,000.00 ₹13,375.50 +11.46%
Since Inception 2024-09-25 ₹26,000.00 ₹30,042.01 +15.55%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 13.18%
Pharmaceuticals & Biotechnology 13.10%
Textiles & Apparels 8.93%
Automobiles 6.96%
Non - Ferrous Metals 6.51%
Industrial Products 5.80%
IT - Software 4.00%
Banks 3.53%
Agricultural Food & Other Products 3.47%
Commercial Services & Supplies 3.39%
Petroleum Products 3.27%
Construction 2.99%
Auto Components 2.76%
Retailing 2.75%
Other 2.52%
Capital Markets 2.35%
Chemicals & Petrochemicals 2.24%
Telecom - Services 2.14%
Consumer Durables 2.07%
Industrial Manufacturing 1.89%
Beverages 1.43%
IT - Services 1.40%
Finance 1.21%
Transport Services 1.07%
Ferrous Metals 1.04%

Top Holdings

Company-wise portfolio exposure

AVALON TECHNOLOGIES LIMITED 6.64%
Pearl Global Industries Limited 4.93%
Divi''s Laboratories Limited 3.86%
Hindalco Industries Limited 3.37%
Reliance Industries Limited 3.27%
Garware Hi-Tech Films Ltd 3.04%
Larsen & Toubro Limited 2.99%
Lenskart Solutions Limited 2.75%
TVS Motor Company Limited 2.57%
WOCKHARDT LTD 2.56%
TD Power Systems Limited 2.39%
INDO COUNT INDUSTRIES LIMITED 2.38%
Torrent Pharmaceuticals Limited 2.27%
Aarti Industries Limited 2.24%
GE Vernova T&D India Limited 2.16%
Bharti Airtel Limited 2.14%
Sun Pharmaceutical Industries Limited 2.10%
Stylam Industries Limited 2.07%
Tech Mahindra Limited 2.03%
eClerx Services Limited 2.03%
National Aluminium Company Limited 1.90%
Jyoti Cnc Automation Ltd 1.89%
Samvardhana Motherson International Ltd 1.85%
Ather Energy Limited 1.84%
K.P.R. Mill Ltd 1.62%
KSH INTERNATIONAL LIMITED 1.50%
Kotak Mahindra Bank Limited 1.49%
Varun Beverages Limited 1.43%
Sagility Limited 1.40%
FIRSTSOURCE SOLUTIONS LTD 1.36%
Hyundai Motor India Limited 1.33%
Billionbrains Garage Ventures Ltd. 1.32%
CCL Products (India) Limited 1.29%
Marico Limited 1.28%
APL Apollo Tubes Limited 1.26%
Vedanta Aluminium Metal Limited 1.24%
RBL Bank Limited 1.24%
Eicher Motors Limited 1.22%
Shriram Finance Limited 1.21%
Lupin Limited 1.20%
Senores Pharmaceuticals Limited 1.11%
InterGlobe Aviation Limited 1.07%
MphasiS Limited 1.07%
Jindal Stainless Limited 1.04%
KFIN Technologies Limited 1.03%
Diamond Power Infrastructure Limited 1.02%
APAR INDUSTRIES LTD 0.97%
CRAFTSMAN AUTOMATION LIMITED 0.91%
LTM Limited 0.90%
Tata Consumer Products Limited 0.90%
State Bank of India 0.80%
Net Current Assets (including cash & bank balances) -0.40%
Treps 2.92%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from HSBC Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Global Emerging Markets Fund - Regular Plan - Growth 20.26% 25.03% 6.26%
HSBC Asia Pacific(Ex Japan)DIV Yieldfund - Regular Plan - Growth 18.78% 24.28% 10.11%
HSBC India Export Opportunities Fund - Regular Plan - Growth 13.94% 0.00% 6.22%
HSBC Midcap Fund - Regular Plan - Growth 10.22% 19.72% 18.56%
HSBC Brazil Fund - Regular Plan - Growth 8.07% 11.34% -0.58%
HSBC Liquid Fund - Regular Plan - Growth 6.34% 6.79% 6.08%
HSBC Liquid Fund - Regular Plan - Growth 6.34% 6.79% 6.73%
HSBC Arbitrage Fund - Regular Plan - Growth 6.25% 6.55% 5.99%
HSBC Ultra Short Term Fund - Regular Plan - Growth 6.23% 6.90% 5.84%
HSBC Money Market Fund - Regular Plan - Growth 6.14% 6.99% 5.08%

Returns are historical and do not guarantee future performance.

View All HSBC Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.37%
Expense Ratio (Direct)
1.04%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

If the units redeemed or switched out are upto 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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