- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.26%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of HSBC Financial Services Fund - Direct Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Financial Services Fund - Direct Growth | 0.19% | -0.26% | 1.45% | -0.52% | -0.51% | 9.48% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -7.1% | 0.32% | 0.07% | -3.19% | -2.56% | -6.47% | 10.35% | 14.32% | 15.08% | 14.98% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -5.48% | 0.35% | 1.77% | -0.62% | -3.3% | -1.16% | 11.72% | 11.19% | 12.27% | 12.69% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 10.97% | -0.1% | -0.29% | 9.23% | 7.02% | 12.45% | 26.8% | 16.8% | 23.66% | 14.43% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 4.66% | 0.53% | 2.22% | 1.89% | 5.78% | 5.31% | 21.49% | 20.51% | 18.7% | 16.71% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 4.62% | 0.33% | 2.01% | -3.23% | -4.28% | 12.5% | 32.13% | 25.63% | 19.56% | 16.62% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -4.7% | -0.66% | 1.78% | 3.71% | 2.51% | 0.84% | -2.98% | 0.24% | -12.98% | 10.64% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 96.01% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 3.99% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | 7.77% | |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | 6.02% | |
| State Bank of India | SBIN (INE062A01020) | 5.50% | |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | 5.16% | |
| Nippon Life India Asset Management Ltd | NAM-INDIA (INE298J01013) | 4.99% | |
| Axis Bank Limited | AXISBANK (INE238A01034) | 4.36% | |
| Kotak Mahindra Bank Limited | INE237A01036 | 4.01% | |
| ICICI Prudential AMC Ltd | INE346A01027 | 3.70% | |
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | 3.49% | |
| Multi Commodity Exchange of India Ltd. | INE745G01043 | 3.26% | |
| PB Fintech Limited | POLICYBZR (INE417T01026) | 2.90% | |
| HDFC Asset Management Company Limited | HDFCAMC (INE127D01025) | 2.75% | |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | 2.45% | |
| Max Financial Services Limited | MFSL (INE180A01020) | 2.42% | |
| KFIN Technologies Limited | KFINTECH (INE138Y01010) | 2.39% | |
| Cholamandalam Invest & Finance Co Ltd | CHOLAFIN (INE121A01024) | 2.32% | |
| RBL Bank Limited | RBLBANK (INE976G01028) | 2.09% | |
| PNB Housing Finance Limited | PNBHOUSING (INE572E01012) | 1.93% | |
| Motilal Oswal Financial Services | MOTILALOFS (INE338I01027) | 1.90% | |
| Piramal Finance Ltd | INE202B01038 | 1.89% | |
| Power Finance Corporation Limited | PFC (INE134E01011) | 1.83% | |
| Billionbrains Garage Ventures Ltd. | INE0HOQ01053 | 1.66% | |
| Bank of Baroda | BANKBARODA (INE028A01039) | 1.62% | |
| Prudent Corporate Advisory Services Ltd | PRUDENT (INE00F201020) | 1.61% | |
| Housing and Urban Development Corp. Ltd. | HUDCO (INE031A01017) | 1.60% | |
| UTI ASSET MANAGEMENT COMPANY LTD | UTIAMC (INE094J01016) | 1.53% | |
| Canara Robeco Mutual Fund | CRAMC (INE218I01013) | 1.36% | |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | 1.30% | |
| Pine Labs Limited | INE15B701018 | 1.30% | |
| BSE Ltd | BSE (INE118H01025) | 1.26% | |
| CARE Ratings Limited | CARERATING (INE752H01013) | 1.23% | |
| Home First Finance Company India Limited | HOMEFIRST (INE481N01025) | 1.15% | |
| SBI Cards and Payment Services Limited | SBICARD (INE018E01016) | 1.15% | |
| HDB Financial Services Limited | HDBFS (INE756I01012) | 1.10% | |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | 1.09% | |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | 1.08% | |
| City Union Bank Limited | CUB (INE491A01021) | 0.96% | |
| Bajaj Housing Finance Ltd | BAJAJHFL (INE377Y01014) | 0.86% | |
| CMS Info Systems Limited | CMSINFO (INE925R01014) | 0.76% | |
| Seshaasai Technologies Limited | STYL (INE04VU01023) | 0.26% |
Portfolio data is as on date 31 March, 2026
NAV history
HSBC Financial Services Fund - Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 12.3713 | -0.26% |
| 26 May, 2026 | 12.4034 | -0.38% |
| 25 May, 2026 | 12.4508 | 1.8% |
| 22 May, 2026 | 12.2306 | 0.56% |
| 21 May, 2026 | 12.1627 | -0.26% |
| 20 May, 2026 | 12.1946 | 0.22% |
| 19 May, 2026 | 12.1675 | 0.28% |
| 18 May, 2026 | 12.1335 | -0.72% |
| 15 May, 2026 | 12.2212 | -0.12% |
| 14 May, 2026 | 12.2357 | 1.31% |
| 13 May, 2026 | 12.0774 | -0.1% |
| 12 May, 2026 | 12.0891 | -2.29% |
| 11 May, 2026 | 12.372 | -1.64% |
| 8 May, 2026 | 12.5783 | -0.96% |
| 7 May, 2026 | 12.7006 | 0.55% |
| 6 May, 2026 | 12.6316 | 1.98% |
| 5 May, 2026 | 12.386 | 0.26% |
| 4 May, 2026 | 12.3541 | 0.41% |
| 30 April, 2026 | 12.304 | -1.11% |
| 29 April, 2026 | 12.4417 | 0.21% |
| 28 April, 2026 | 12.4161 | -0.16% |
| 27 April, 2026 | 12.4365 | 0.22% |
| 24 April, 2026 | 12.4092 | -0.66% |
| 23 April, 2026 | 12.4921 | -1.16% |
| 22 April, 2026 | 12.6388 | -0.24% |
| 21 April, 2026 | 12.6692 | 1.87% |
| 20 April, 2026 | 12.4366 | -0.13% |
| 17 April, 2026 | 12.4534 | 1.49% |
| 16 April, 2026 | 12.2703 | 0.43% |
| 15 April, 2026 | 12.2173 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of HSBC Financial Services Fund - Direct Growth?
The latest NAV of HSBC Financial Services Fund - Direct Growth is 12.3713 as on 27 May, 2026.What are YTD (year to date) returns of HSBC Financial Services Fund - Direct Growth?
The YTD (year to date) returns of HSBC Financial Services Fund - Direct Growth are 0.19% as on 27 May, 2026.What are 1 year returns of HSBC Financial Services Fund - Direct Growth?
The 1 year returns of HSBC Financial Services Fund - Direct Growth are 9.48% as on 27 May, 2026.