HSBC Financial Services Fund - Direct Plan

Investment Strategy

• The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses.

Fund Manager

• Name

  Gautam Bhupal since 06-Feb-2025

• Education

  Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

• Experience

  Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.

• Interviews

  06-Feb-2025:Should you bank on this financial services fund for your portfolio?

Contact Information

• AMC

  HSBC Global Asset Management Company (India) Private Limited

• Website

  http://www.assetmanagement.hsbc.co.in

• Fax

  022-40029600

• Address

  9-11th Floor, NESCO - IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai - 400063

Registrar Agent

• Registrar & Transfer Agent

  Computer Age Management Services Ltd.

• Website

  www.camsonline.com

• Email

  [email protected]

• Phone

  1800-3010-6767 / 1800-419-7676

• Fax

  044-30407101

• Address

  7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Basic Details

• Fund House

  HSBC Mutual Fund

• Issue Open

  06-Feb-2025

• Issue Close

  20-Feb-2025

• Type

  Open-ended

• Category

  Equity: Sectoral-Banking

• Min. Investment(₹)

  5,000

• Plans

  Growth, IDCW

• Lock-in Period

  NA

• Exit Load

  For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

• Riskometer

  Very High

• Benchmark

  BSE Financial Services TRI