April 23, 2026
RA Jainee
HSBC India Export Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.04 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.04 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,086 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.04% |
| 1 Year Return (%) | 12.19 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 0.06% |
⚖️ Sahifund Review – HSBC India Export Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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. There is no assurance that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.
Fund Manager:
1) Abhishek Gupta
Education: Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience: Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
2) Siddharth Vora
Education: Mr. Vora has done B.E, PGDM and CFA
Experience: Prior to joining HSBC Mutual Fund, he has worked with L&T Investment Management Ltd., Reliance Nippon Life Insurance Company Ltd., Religare Capital Market Ltd. and Motilal Oswal Securities Ltd
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
Basic Details of HSBC India Export Opportunities Fund
| Fund House | HSBC Mutual Fund |
| Launch Date | 25-Sep-24 |
| Return Since Launch | 0.06% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,086 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.04% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 21.00% |
HSBC India Export Opportunities Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HSBC India Export Opportunities Dir | -2.53 | -0.37 | 7.55 | 2.55 | -0.22 | 12.19 | — | — | — | — |
| BSE 500 TRI | -4.23 | -0.02 | 7.18 | -0.36 | -3.51 | 6.08 | — | — | — | — |
Peer Comparison of HSBC India Export Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HSBC India Export Opportunities Dir | Unrated | 12.19 | — | — | 1.04 | 1,086 | 0.06 | 1.00 (365) | 1Y 6M | 21.00 |
| ICICI Pru India Opportunities Dir | Unrated | 8.96 | 23.54 | 24.33 | 0.67 | 32,925 | 20.99 | 1.00 (365) | 7Y 3M | 61.00 |
| Franklin India Opportunities Dir | Unrated | 8.21 | 28.61 | 21.67 | 0.58 | 7,578 | 17.24 | 1.00 (365) | 13Y 3M | 57.81 |
| HDFC Defence Dir | Unrated | 30.17 | — | — | 0.83 | 7,305 | 40.90 | 1.00 (365) | 2Y 10M | 16.68 |
| Sundaram Services Dir | Unrated | 4.78 | 18.37 | 18.98 | 0.69 | 4,146 | 18.79 | 1.00 (365) | 7Y 7M | 26.90 |
HSBC India Export Opportunities Fund Portfolio
| No. of Stocks | 43 |
| Top 10 Stocks | 38.10% |
| Top 5 Stocks | 21.04% |
| Top 3 Sectors | 56.94% |
| Portfolio P/B Ratio | 4.33 |
| Portfolio P/E Ratio | 30.29 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 62,050 | 1,27,961 |
| Giant (%) | — | — |
| Large (%) | 43.06 | 53.51 |
| Mid (%) | 15.69 | 29.35 |
| Small (%) | 41.25 | 19.84 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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