HSBC Financial Services FUND NFO

     

HSBC Financial Services FUND NFO 

Fund Objective - 

• Long Term Capital Appreciation
• To create long term capital growth Investment predominantly in equity and equity related securities of companies engaged in financial services businesses 
• No Assurance that the achieved scheme objective.

Basic Details - 

• Minimum SIP - 500 Rs
• Minimum Lumpsum - 5000 Rs
• NAV - 10 Rs
• Start Date - 6 February 2025
• End Date - 20 February
• Allotment date - 27 February 2025
• Benchmark - BSE Financial Services TRI
• Locking Period - No Locking Period
• Scheme Type - Open Ended
• Plan - Growth
• Exit Load - Exit Load for unit in excess of 10% of the investment , 1% will be charged for redemption within 1 year
• Stamp Duty - 0.005
• Risk - Very High Risk
• Category - Equity Fund
• Fund Manager - Ms. Gautam Bhupal (For Domestic equities)
• Plan - Direct & Regular
•  Equity Allocation - Minimum 80% to Maximum 100%
• Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Who Can Invest in this Scheme - 

• Long term wealth creation
• Focus on Financial & Allied Sector Socks
• High Risk Appetite
• Investment Horizon - 5 Year

Risk Involve - 

• Equity Oriented Risk
• Settlement Risk
• Valuation Risk
• Interest Rate Risk
• Price Risk
• Credit Risk
• Liquidity Risk
• Reinvestment Risk
• Market Risk
• Etc .…

Risk-O-Meter - 

• Benchmark Risk o Meter - Very High Risk
• Fund Scheme Risk o Meter - Very High Risk

Invest Now - Click here

Watch Scheme Video - Click here

Download Scheme PDF - Click here

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.