GB
Gautam BhupalLead
Since Feb 2025
AUM managed
₹10,691.30Cr
Tenure
Since Feb 2025
Funds
7
HSBC Financial Services Reg Gr
Sector - Financial ServicesHSBC Mutual Fund
NAV
₹12.33
-2.04% today
AUM
₹962.92 Cr
Fund size
Expense
2.43%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkBSE Financial Services TR INR (100%)
Number of holdings38
Inception27 Feb 2025
Exit load1.0
Risk metrics
Alpha12.24
Beta0.98
Sharpe ratio0.6
Standard deviation20.94%
Sortino ratio0.91
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About HSBC Financial Services Reg Gr
HSBC Financial Services Reg Gr is an open-ended Sector - Financial Services mutual fund scheme offered by HSBC Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹12.33 per unit and the scheme manages ₹962.92 Cr in assets under management. The fund charges an expense ratio of 2.43% and is benchmarked against BSE Financial Services TR INR (100%). Over the trailing 1 year, HSBC Financial Services Reg Gr has delivered +8.46% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses. There is no assurance that the investment objective of the scheme will be achieved
Regular Plan · Growth option · NAV as of 15 Sept 2026
HSBC Financial Services Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -2.12% | -1.55% |
| 3 months | -0.45% | +4.06% |
| 6 months | +9.59% | +3.16% |
| 1 year | +8.46% | +7.07% |
| 3 years | 0.00% | +10.89% |
| 5 years | 0.00% | +11.65% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +1.52% |
| 3 months | +6.95% | +6.58% |
| 6 months | +4.66% | -2.27% |
| 1 year | +17.18% | +12.04% |
| 3 years | 0.00% | +42.49% |
| 5 years | 0.00% | +78.34% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
HSBC Financial Services Reg Gr — frequently asked questions
What is the NAV of HSBC Financial Services Reg Gr?
The latest net asset value (NAV) of HSBC Financial Services Reg Gr is ₹12.33 per unit, -2.04% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has HSBC Financial Services Reg Gr delivered?
HSBC Financial Services Reg Gr has returned +8.46% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of HSBC Financial Services Reg Gr?
HSBC Financial Services Reg Gr charges an expense ratio of 2.43% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is HSBC Financial Services Reg Gr?
SEBI's riskometer classifies HSBC Financial Services Reg Gr as Very High Risk, which is typical for a Sector - Financial Services scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in HSBC Financial Services Reg Gr?
You can start a SIP in HSBC Financial Services Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages HSBC Financial Services Reg Gr?
HSBC Financial Services Reg Gr is managed by HSBC Mutual Fund, holds ₹962.92 Cr in assets under management and invests across 38 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- HSBC Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Financial Services
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF336L01RR4
- Scheme code
- FS0000JBOM
Frequently asked questions
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