HSBC India Export Opportunities Fund
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.
Growthvine rating: 3/5 — ranked #73 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.81 (as of 2026-10-23) |
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| AUM | ₹1,303 Cr |
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| Expense ratio | 1.85% |
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| Riskometer | Very High |
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| Fund manager | Abhishek Gupta |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −20.91% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 124.8% of Nifty 500's upside and 72.9% of its downside.
Market cap allocation
| Large cap | 40.4% |
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| Mid cap | 14.0% |
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| Small cap | 45.6% |
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Concentration
| Top 5 holdings | 22.1% |
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| Top 10 holdings | 36.0% |
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| Total holdings | 51 |
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Top holdings
- Avalon Technologies Limited — 6.6%
- Pearl Global Industries Limited — 4.9%
- Divis Laboratories Ltd. — 3.9%
- Hindalco Industries Ltd. — 3.4%
- Reliance Industries Ltd — 3.3%
- GARWARE HI-TECH FILMS LIMITED — 3.0%
- Larsen & Toubro Limited — 3.0%
- Treps — 2.9%
- Lenskart Solutions Limited — 2.8%
- TVS Motor Company Ltd. — 2.6%
Top sectors
- Electricals — 13.2%
- Pharma & Biotech — 13.1%
- Automobile — 9.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 7.1% | Q1 (Top) | #11 of 167 |
| 2025 | 0.9% | Q3 | #91 of 132 |