OmniAssetMutual funds › HSBC Infrastructure Fund

HSBC Infrastructure Fund

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

Latest NAV2 Sep 202650.7467
CategorySectoral / Thematic
PlanRegular · Growth
Launched7 Aug 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Infrastructure TRI
Expense ratiodirect plan, a year2.10%
AUM₹1,708 Cr
Growth of ₹10,000₹19,96428 Nov 2022 to 2 Sep 2026
₹20,508₹17,774₹15,041₹12,307₹9,574Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹19,964 (+20.2% a year) HSBC Infrastructure Fund
Growth of ₹10,000 — every plotted observation
PointHSBC Infrastructure Fund
28 Nov 2022₹10,000
5 Dec 2022₹10,128
12 Dec 2022₹10,111
19 Dec 2022₹10,066
26 Dec 2022₹9,703
2 Jan 2023₹9,919
9 Jan 2023₹9,980
16 Jan 2023₹9,917
23 Jan 2023₹9,914
30 Jan 2023₹9,574
6 Feb 2023₹9,857
13 Feb 2023₹10,001
20 Feb 2023₹10,079
27 Feb 2023₹9,847
6 Mar 2023₹10,114
13 Mar 2023₹9,984
20 Mar 2023₹9,979
27 Mar 2023₹9,945
3 Apr 2023₹10,233
10 Apr 2023₹10,421
17 Apr 2023₹10,429
24 Apr 2023₹10,401
2 May 2023₹10,675
8 May 2023₹10,924
15 May 2023₹10,949
22 May 2023₹11,014
29 May 2023₹11,039
5 Jun 2023₹11,231
12 Jun 2023₹11,461
19 Jun 2023₹11,697
26 Jun 2023₹11,546
3 Jul 2023₹11,771
10 Jul 2023₹11,807
17 Jul 2023₹12,035
24 Jul 2023₹12,259
31 Jul 2023₹12,730
7 Aug 2023₹12,585
14 Aug 2023₹12,447
21 Aug 2023₹12,599
28 Aug 2023₹12,695
4 Sep 2023₹13,095
11 Sep 2023₹13,507
18 Sep 2023₹13,175
25 Sep 2023₹12,975
3 Oct 2023₹13,276
9 Oct 2023₹13,011
16 Oct 2023₹13,226
23 Oct 2023₹12,687
30 Oct 2023₹12,654
6 Nov 2023₹12,888
13 Nov 2023₹13,033
20 Nov 2023₹13,292
28 Nov 2023₹13,378
4 Dec 2023₹14,044
11 Dec 2023₹14,252
18 Dec 2023₹14,557
26 Dec 2023₹14,569
1 Jan 2024₹14,821
8 Jan 2024₹14,871
15 Jan 2024₹15,098
23 Jan 2024₹14,832
29 Jan 2024₹15,447
5 Feb 2024₹15,369
12 Feb 2024₹14,975
19 Feb 2024₹15,503
26 Feb 2024₹15,635
4 Mar 2024₹15,888
11 Mar 2024₹15,560
18 Mar 2024₹14,873
26 Mar 2024₹15,426
1 Apr 2024₹16,044
8 Apr 2024₹16,413
15 Apr 2024₹16,268
22 Apr 2024₹16,444
29 Apr 2024₹17,094
6 May 2024₹16,981
13 May 2024₹16,812
21 May 2024₹18,345
27 May 2024₹18,915
3 Jun 2024₹19,607
10 Jun 2024₹19,023
18 Jun 2024₹20,029
24 Jun 2024₹19,756
1 Jul 2024₹20,036
8 Jul 2024₹20,394
15 Jul 2024₹20,390
22 Jul 2024₹19,669
29 Jul 2024₹20,267
5 Aug 2024₹19,152
12 Aug 2024₹19,441
19 Aug 2024₹19,620
26 Aug 2024₹20,070
2 Sep 2024₹20,051
9 Sep 2024₹19,596
16 Sep 2024₹20,259
23 Sep 2024₹20,351
30 Sep 2024₹20,326
7 Oct 2024₹19,178
14 Oct 2024₹19,989
21 Oct 2024₹19,827
28 Oct 2024₹18,796
4 Nov 2024₹19,134
11 Nov 2024₹19,091
18 Nov 2024₹18,392
25 Nov 2024₹19,195
2 Dec 2024₹19,586
9 Dec 2024₹20,063
16 Dec 2024₹20,055
23 Dec 2024₹19,063
30 Dec 2024₹18,774
6 Jan 2025₹18,649
13 Jan 2025₹17,257
20 Jan 2025₹18,124
27 Jan 2025₹16,798
3 Feb 2025₹16,667
10 Feb 2025₹16,859
17 Feb 2025₹15,904
24 Feb 2025₹15,973
3 Mar 2025₹15,318
10 Mar 2025₹15,859
17 Mar 2025₹15,883
24 Mar 2025₹17,277
31 Mar 2025₹17,019
7 Apr 2025₹15,857
15 Apr 2025₹16,841
21 Apr 2025₹17,303
28 Apr 2025₹17,272
5 May 2025₹17,313
12 May 2025₹17,522
19 May 2025₹18,259
26 May 2025₹18,389
2 Jun 2025₹18,433
9 Jun 2025₹18,792
16 Jun 2025₹18,558
23 Jun 2025₹18,593
30 Jun 2025₹19,069
7 Jul 2025₹19,011
14 Jul 2025₹18,883
21 Jul 2025₹18,876
28 Jul 2025₹18,120
4 Aug 2025₹18,319
11 Aug 2025₹17,973
18 Aug 2025₹18,073
25 Aug 2025₹18,117
1 Sep 2025₹17,960
8 Sep 2025₹17,958
15 Sep 2025₹18,401
22 Sep 2025₹18,627
30 Sep 2025₹18,107
6 Oct 2025₹18,320
13 Oct 2025₹18,312
20 Oct 2025₹18,476
27 Oct 2025₹18,544
3 Nov 2025₹18,694
10 Nov 2025₹18,192
17 Nov 2025₹18,693
24 Nov 2025₹18,196
1 Dec 2025₹18,285
8 Dec 2025₹17,577
15 Dec 2025₹17,963
22 Dec 2025₹18,176
29 Dec 2025₹17,959
5 Jan 2026₹18,486
12 Jan 2026₹17,783
19 Jan 2026₹17,563
27 Jan 2026₹16,979
2 Feb 2026₹17,495
9 Feb 2026₹18,382
16 Feb 2026₹18,523
23 Feb 2026₹18,599
2 Mar 2026₹18,302
9 Mar 2026₹17,819
16 Mar 2026₹17,208
23 Mar 2026₹16,650
30 Mar 2026₹16,637
6 Apr 2026₹17,186
13 Apr 2026₹18,251
20 Apr 2026₹19,147
27 Apr 2026₹19,496
4 May 2026₹19,637
11 May 2026₹19,487
18 May 2026₹19,286
25 May 2026₹19,803
1 Jun 2026₹19,404
8 Jun 2026₹19,109
15 Jun 2026₹19,457
22 Jun 2026₹20,508
29 Jun 2026₹19,884
6 Jul 2026₹19,761
13 Jul 2026₹19,499
20 Jul 2026₹19,282
27 Jul 2026₹19,140
3 Aug 2026₹19,548
10 Aug 2026₹19,887
17 Aug 2026₹20,160
24 Aug 2026₹20,146
31 Aug 2026₹20,148
2 Sep 2026₹19,964

Performance (trailing, annualised)

1Y annualised10.55%
3Y annualised15.49%

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 ₹1,29,21014.48%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,14,2079.32%

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

Calendar years

Calendar 202350.65%
Calendar 202428.08%
Calendar 2025-4.36%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 202322.52%
Rolling 1Y · median11.54%
Rolling 1Y · worst window-11.98%
Rolling 1Y · best window72.29%
Rolling 1Y · windows positive75%
Rolling 3Y · average39 windows since 4 Dec 202520.13%
Rolling 3Y · median20.50%
Rolling 3Y · worst window15.55%
Rolling 3Y · best window23.51%
Rolling 3Y · windows positive100%

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

Risk

Volatility (3Y)19.36%
Downside deviation (3Y)14.63%
Maximum drawdown-25.67%

Management

Fund managerVenugopal Manghat, Gautam Bhupal, Sonal Gupta
Managing since28 Dec 2022

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker