Investment type
HSBC Value Fund - Direct (G) is a mutual fund under the Growth category, managed by HSBC Mutual Fund. It was launched on 12 Dec 2001, and has been active for over 24 years. As of 31 Mar 2025 the fund manages assets worth ₹13,325 Crores. The expense ratio is 0.78%.
This fund generated returns of 3.89% in the last 1 year. Since its inception, it has provided an average annual return of 20.32%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Construction, Finance and Industrial Products.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Paradeep Phosph., Godfrey Phillips and Multi Comm. Exc..
To generate Long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, in the India markets with higher focus on undervalued securities.
Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.
Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.
It’s recommended to hold growth funds for at least five years to benefit from potential growth.
Yes, you can, but long-term holding is advised for best results.
Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.
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