HSBC Focused Fund Direct Growth

Scheme code: INF336L01PB2 NAV value: ₹ 25.3182 NAV date: 19 March, 2026 TER: 1.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-7.16	71.37	16.12	19.29	11.31
3 year	11.17	25.05	19.00	18.98	16.76
5 year	13.12	22.80	18.98	18.78	15.84

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.29
3 year	6.28	30.95	15.04	18.98
5 year	8.38	26.02	14.22	18.78
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.29
3 year	6.56	19.64	13.57	18.98
5 year	9.22	12.29	10.75	18.78

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.29
3 year	7.68	21.49	15.06	18.98
5 year	10.37	13.5	11.93	18.78

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.29
3 year	8.04	32.03	17.81	18.98
5 year	8.18	28.64	15.34	18.78
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,681 - Absolute Returns: ₹94,681 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,69,142 - Absolute Returns: ₹10,69,142 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,39,726 - Absolute Returns: ₹29,39,726 - CAGR: %

Max Drawdown

-21.21 %

Drawdown Duration

5 months

Recovery Time

12 months

Avg Drawdown

-4.26 %

1 Y

0.9093

3 Y

0.8947

5 Y

0.8853

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.76	1.07	109.8	98.4	12.59 %	4.00 %
3 years	5.88	1.01	104.2	96.0	17.23 %	11.28 %
5 years	4.03	1.02	102.3	97.2	13.53 %	9.44 %
7 years	3.12	1.01	101.0	96.0	14.40 %	11.25 %
10 years	2.12	1.01	101.0	96.0	9.88 %	7.75 %
12 years	1.76	1.01	101.0	96.0	8.17 %	6.41 %
15 years	1.39	1.01	101.0	96.0	6.48 %	5.10 %