HSBC India Export Opportunities Fund Direct Growth

HSBC India Export Opportunities Fund Direct Growth is an equity fund. This fund was started on 25 September, 2024. The fund is managed by Sonal Gupta. The fund could potentially beat inflation in the long-run.

1. HSBC India Export Opportunities Fund Direct Growth has ₹1557 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

HSBC India Export Opportunities Fund Direct Growth has given a CAGR return of -14.51% since inception.

HSBC India Export Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Health, Basic Materials, Industrial, Consumer Defensive, Energy, Communication, Financial Services. Its top holdings are Sun Pharmaceuticals Industries Ltd, Reliance Industries Ltd, Larsen & Toubro Ltd, Bharti Airtel Ltd, TVS Motor Co Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC India Export Opportunities Fund Direct Growth has no lock in period.