FundLens
62
FocusedBuy

HSBC Focused

HSBC · Direct–Growth · rank #9 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
7.2%
+9.3% vs index
3 Years
14.5%
+4.7% vs index
5 Years
12.5%
+3.0% vs index
Since launch
19.3%

Year-by-year performance

last entry = YTD
2021
+31.9%
2022
-0.4%
2023
+30.9%
2024
+24.3%
2025
+3.0%
2026
+5.5%

Why this score

HSBC Focused scores 62/100 — #9 of 28 Focused fund (Buy). 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 return14.54% · 76th percentile in category
5Y return12.50% · 73rd percentile in category
Volatility16.77 · 16th percentile in category
Sharpe ratio0.70 · 70th percentile in category
Alpha3.33 · 72nd percentile in category
1Y return7.23% · 84th percentile in category

Top holdings

top 5 = 27.6% of portfolio
1.ICICI Bank Ltd8.13%
2.HDFC Bank Ltd5.77%
3.Shriram Transport Finance Company Ltd4.67%
4.Multi Commodity Exchange Of India Ltd4.61%
5.Larsen & Toubro Ltd4.39%

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

Other Focused funds