Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    HSBC Financial Services
  • Opening:
    6th February 2025
  • Closing:
    20th February 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - BFS
  • Minimum Investment:
    Rs. 5,000/- per application and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out in excess of 10% of the units purchased within 1year from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is 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.

  • Benchmark:

  • NIFTY Financial Services

  • Fund Manager:

  • Gautam Bhupal

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Nippon India Banking & Financial Services Fund -7.18(6M) 11.26(1Y)
Bandhan Financial Services Fund -8.63(6M) 14.53(1Y)

Fund Prognosis

Idea Distiller

The entire financial services segment has come into focus based on the interest rate cut expectations in India and the United States.

  • Fund House AAUM:

  • Rs 13099116.06 Lakhs (as on 31st December 2024)

  • Fund Manager:

  • Experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The issue with these industry specific schemes is the time. Be very careful and remember to book profits regularly.