HSBC Focused Fund
Direct · Growth ₹27.40
05 Jun 2026
NAV
18.8%
3Y CAGR
17.8%
5Y CAGR
18.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.88
Sharpe
-21.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.83 L | 18.6% | -26.8% | 63.4% |
| 3 Years | ₹36.00 L | ₹45.93 L | 18.5% | 2.8% | 31.0% |
| 5 Years | ₹60.00 L | ₹88.53 L | 15.5% | 9.1% | 19.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.6% | 14.6% | 17.3% | +4.0% |
| 3 Years | 18.5% | 11.2% | 16.8% | +7.3% |
| 5 Years | 15.5% | 10.5% | 15.7% | +5.0% |