HSBC India Export Opportunities Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹10.29
Expense Ratio
2.2%
Min SIP
₹500
Fund Size
₹1176Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.28%
Beta
1.00
Sharpe Ratio
-0.040721
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(9.57)%
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| Name | Sector(%) |
| Name | Assets(%) |
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- Bandhan Business Cycle Fund
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- HDFC Innovation Fund
- DSP Business Cycle Fund
- Axis Innovation Fund
- Bank of India Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- HDFC Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- SBI Equity Minimum Variance Fund
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- Quantum ESG Best In Class Strategy Fund
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- Union Innovation & Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- 360 ONE Quant Fund
- ICICI Prudential Manufacturing Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Nippon India Quant Fund
- Motilal Oswal Quant Fund
- ICICI Prudential Quant Fund
- SBI Quality Fund
- WhiteOak Capital Quality Equity Fund
- SBI PSU Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Active Momentum Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Business Cycle Fund
- Baroda BNP Paribas Manufacturing Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential Transportation and Logistics Fund
- The Wealth Company Ethical Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
Abhishek Gupta
HSBC Mutual FundTotal assets under management
₹130.99L Crores
Date of incorporation
12 Dec 2001
HSBC India Export Opportunities Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the HSBC India Export Opportunities Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The HSBC India Export Opportunities Fund has an AUM of ₹1176.20 Cr as on 5/19/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.29%. The risk is Very High against the category average of 61.36.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on HSBC India Export Opportunities Fund.
Ans. The expense ratio of HSBC India Export Opportunities Fund is 2.2%.