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Fund Facts
  • Name of Fund:
    HSBC India Export Opportunities
  • Opening:
    5th September 2024
  • Closing:
    19th September 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000/- per application and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Abhishek Gupta, Sonal Gupta

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
ICICI Prudential Exports and Services Fund 24.59(6M) 43.50(1Y)
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

The feedback is that exports are growing faster than the GDP so the exporting companies will command higher premiums.

  • Fund House AAUM:

  • Rs 11699139.2 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 19 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

There is some oomph but the fears our export worthiness and available scrips is a dampener.