- Scheme Category:
- >
NAV: ₹ ↑ 0.51%
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 17 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Financial Services Fund - Direct Growth | 4.7% | 0.51% | 0.05% | -0.25% | 5.78% | 14% | - | - | - | - |
| SBI Crisil - IBX SDL Index - June 2034 Index Fund - Direct Plan - Growth | - | 0.03% | -0.05% | - | - | - | - | - | - | - |
| HDFC Nifty Auto Index Fund- Direct Plan- Growth Option | - | -0.1% | -1.49% | 7.99% | - | - | - | - | - | - |
| Kotak Money Market Fund - (Growth) - Direct | 4.18% | 0.04% | 0.12% | 0.66% | 2.08% | 6.58% | 7.42% | 6.66% | 6.29% | 6.66% |
| Kotak Savings Fund-Growth - Direct | 4.09% | 0.04% | 0.1% | 0.57% | 1.89% | 6.54% | 7.25% | 6.52% | 6.28% | 6.73% |
| Kotak Bond Short Term Plan-(Growth) - Direct | 3.7% | -0.02% | 0.07% | 0.64% | 2.57% | 5.98% | 7.71% | 6.61% | 7.11% | 7.38% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 3.71% | 2.51% | 0.84% | -2.98% | 0.24% | -12.98% | 10.64% | -2.1% | 6.28% | -1.85% |
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 | KOTAKBANK (INE237A01036) | 4.01% | |
| ICICI Prudential AMC Ltd | ICICIAMC (INE346A01027) | 3.70% | |
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | 3.49% | |
| Multi Commodity Exchange of India Ltd. | MCX (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 | PIRAMALFIN (INE202B01038) | 1.89% | |
| Power Finance Corporation Limited | PFC (INE134E01011) | 1.83% | |
| Billionbrains Garage Ventures Ltd. | GROWW (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 | PINELABS (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 |
|---|---|---|
| 17 August, 2026 | 12.9279 | 0.51% |
| 14 August, 2026 | 12.862 | -0.47% |
| 13 August, 2026 | 12.9226 | -0.15% |
| 12 August, 2026 | 12.9421 | 0.22% |
| 11 August, 2026 | 12.9135 | -0.06% |
| 10 August, 2026 | 12.9211 | 0.59% |
| 7 August, 2026 | 12.8451 | -0.67% |
| 6 August, 2026 | 12.9322 | 0.12% |
| 5 August, 2026 | 12.9162 | 0.39% |
| 4 August, 2026 | 12.8661 | -0.47% |
| 3 August, 2026 | 12.9273 | 1.59% |
| 31 July, 2026 | 12.7245 | 0.73% |
| 30 July, 2026 | 12.6319 | -0.55% |
| 29 July, 2026 | 12.7014 | 0.54% |
| 28 July, 2026 | 12.6334 | -0.27% |
| 27 July, 2026 | 12.6682 | 1.02% |
| 24 July, 2026 | 12.5398 | -0.5% |
| 23 July, 2026 | 12.6023 | -0.96% |
| 22 July, 2026 | 12.7242 | -1.19% |
| 21 July, 2026 | 12.8771 | 0.25% |
| 20 July, 2026 | 12.8452 | -0.89% |
| 17 July, 2026 | 12.9607 | 1.23% |
| 16 July, 2026 | 12.8035 | -1.27% |
| 15 July, 2026 | 12.9681 | 0.84% |
| 14 July, 2026 | 12.8604 | -1.34% |
| 13 July, 2026 | 13.0346 | 0.68% |
| 10 July, 2026 | 12.946 | 1.33% |
| 9 July, 2026 | 12.7767 | 1.29% |
| 8 July, 2026 | 12.6146 | -2.54% |
| 7 July, 2026 | 12.9439 |
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 12.9279 as on 17 August, 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 4.7% as on 17 August, 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 14% as on 17 August, 2026.