myplexus

NFO Monitor

Fund Fact

Name of Funds:

HSBC India Export Opportunities

Opening:

5th September 2024

Closing:

19th September 2024

Minimum Investment:

Rs. 5,000/- per application and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from export of goods or services.

Benchmark:

NIFTY 500

Fund Manager:

Abhishek Gupta, Sonal Gupta

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Exports and Services Fund	24.59(6M)	43.50(1Y)
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

The feedback is that exports are growing faster than the GDP so the exporting companies will command higher premiums.

Fund House AAUM:
Rs 11699139.2 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 19 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

There is some oomph but the fears our export worthiness and available scrips is a dampener.

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