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OmniAsset › Mutual funds › HSBC India Export Opportunities Fund

HSBC India Export Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.7253
CategorySectoral / Thematic
PlanRegular · Idcw
Launched5 Sep 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.37%
AUM₹7.31 Cr
Growth of ₹10,000₹11,74830 Sep 2024 to 2 Sep 2026
₹11,972₹11,034₹10,096₹9,158₹8,221Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹11,748 (+8.7% a year) HSBC India Export Opportunities Fund

Performance (trailing, annualised)

1Y annualised22.30%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,40,73633.39%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20250.86%

Rolling returns

Rolling 1Y · average48 windows since 30 Sep 20257.27%
Rolling 1Y · median7.21%
Rolling 1Y · worst window-4.26%
Rolling 1Y · best window26.37%
Rolling 1Y · windows positive81%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.99%
Downside deviation (3Y)11.48%
Maximum drawdown-20.91%

Management

Fund managerAbhishek Gupta, Siddharth Vora, Sonal Gupta
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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