Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
HSBC Infrastructure Fund
|
Very High
|
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2.00 |
|||
Very High
|
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1.91 |
||||
Very High
|
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1.94 |
||||
Very High
|
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1.88 |
||||
Very High
|
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2.00 |
₹2,848 Cr
1.00 (365)
5,000
500
500
12
Investment Strategy
The scheme endeavours to generate capital appreciation by investing primarily in companies that are engaged in the area of infrastructure in India. The fund would select fundamentally sound companies, having potential to deliver superior earning growth in long run.
Suitability
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
HSBC Infrastructure Fund is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities.
Mutual funds can be bought directly from the website of the fund house. For instance, HSBC Infrastructure Fund fund can be purchased from the website of HSBC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HSBC Infrastructure Fund is ₹48.9126 as of 14-Aug-2024.
The AUM of HSBC Infrastructure Fund Fund is ₹2,848 Cr as of 31-Jul-2024
The riskometer level of HSBC Infrastructure Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.45
|
|
7.87
|
|
7.50
|
|
4.91
|
|
3.89
|
As of 31-Jul-2024, HSBC Infrastructure Fund had invested 98.27% in Equity and 1.73% in Cash & Cash Eq. See More
HSBC Infrastructure Fund is 16 years 10 months old. It has delivered 9.95% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
52.43%
|
32.46%
|
28.62%
|
17.94%
|
17.97%
|
9.95%
|
No, There is no lock in period in HSBC Infrastructure Fund.
The expense ratio of HSBC Infrastructure Fund is 2.00.