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HSBC India Export Opportunities Fund - Latest NAV, Returns, Performance & Investment Details

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Invest in HSBC India Export Opportunities Fund - a thematic equity fund focusing on export-oriented companies. Check latest NAV, AUM, expense ratio, fund manager details and investment strategy.

Investment Objective and Approach

HSBC India Export Opportunities Fund aims 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. The fund aims to capture growth in exports by investing in export-oriented companies having export revenue of more than 20 percent from outside India.

Key Investment Strategy:

- The fund aims to invest 80% to 100% of assets in equities & equity related securities of companies from sectors/industry having exports revenue more than 20% from outside India

- The fund has flexibility to invest up to 20% in other equities and equity related securities for diversification

- Along with proven stock selection process (SAPM), the fund filters companies based on 4C evaluation: Company MOAT, Corporate Governance, Cash Flows and comparative valuations

- Investment opportunities are identified based on analysis of growth drivers across sectors engaged in or expected to benefit from export of goods or services, with flexibility to invest across market capitalizations

Fund Details (as of August 2025):

- AUM: ₹1,687 crores as of August 2025

- Expense Ratio: 0.72% (Direct Plan)

- Returns since inception: -2.19% CAGR

- Minimum SIP: ₹500, Minimum Lumpsum: ₹5,000

Fund Managers

The fund is managed by a team of experienced investment professionals:

Abhishek Gupta:

Mr. Gupta holds B.Com, PGDM (Finance) and CFA (Investments) qualifications. Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.

Siddharth Vora:

Mr. Vora has done B.E, PGDM and CFA and has worked with L&T Investment Management Ltd., Reliance Nippon Life Insurance Company Ltd., Religare Capital Market Ltd. and Motilal Oswal Securities Ltd before joining HSBC Mutual Fund.

Sonal Gupta:

Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering. Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC.

About the Fund House (AMC)

HSBC Asset Management is a global asset manager with a strong heritage of successfully connecting clients to global investment opportunities. HSBC Mutual Fund India manages Indian equity and debt assets for the last 20 years. As of end of December 2024, HSBC Asset Management managed USD 731 billion globally for a range of clients, from institutional investors to retail and private banking clients.

Key Highlights:

- Clear and differentiated product offerings across asset classes with local team's ability to identify and position for global trends supported by global perspective on long term asset prices

- Vision to be a trusted asset manager helping clients thrive by capturing global growth opportunities, offering expert insights and specialist investment strategies

- Delivers long term value by managing risk as much as performance through comprehensive range of solutions across equities, fixed income, multi-asset, liquidity and alternative investments

Should I Invest in HSBC India Export Opportunities Fund?

This thematic fund is suitable for investors seeking exposure to India's export-oriented sectors. The fund is rated as Very High risk, making it appropriate for aggressive investors with high risk tolerance and long-term investment horizon.

Consider this fund if you:

- Want exposure to companies benefiting from India's export growth story

- Have a long-term investment horizon (5+ years)

- Can tolerate high volatility and potential short-term losses

- Seek diversification through thematic investing

Key Considerations:

- Exit load of 1% if redeemed within 0-1 years

- Tax implications: 20% on gains if redeemed within one year, 12.5% on gains exceeding ₹1.25 lakh after one year

- Being a newly launched fund (September 2024), it has limited performance history

- Thematic funds can be more volatile than diversified equity funds

FAQs

What is today's NAV of HSBC India Export Opportunities Fund?

The current NAV of the fund is ₹9.78 (Direct Plan). NAV is updated daily and represents the per-unit price of the mutual fund.

What is the AUM of HSBC India Export Opportunities Fund?

The fund has an AUM of ₹1,687 crores as of August 2025, indicating substantial investor interest in this thematic offering.

What is the expense ratio of HSBC India Export Opportunities Fund?

The expense ratio is 0.72% for the Direct Plan, which covers fund management and administrative costs.

What are the returns of HSBC India Export Opportunities Fund since inception?

The fund has delivered a CAGR return of -2.19% since inception, reflecting the challenging market conditions since launch.

What is the minimum SIP amount to invest in HSBC India Export Opportunities Fund?

The minimum SIP investment is ₹500, making it accessible for retail investors to start systematic investing.

How do I invest in HSBC India Export Opportunities Fund?

You can invest through Allvest platform by searching for the fund, selecting SIP or lumpsum option, entering investment amount, and setting up payments via bank mandate or UPI.

How to start a SIP in HSBC India Export Opportunities Fund?

Visit Allvest platform, search for HSBC India Export Opportunities Fund, choose SIP option, set monthly amount (minimum ₹500), select date, and complete payment setup.

How do I automate an SIP in HSBC India Export Opportunities Fund?

Through Allvest, you can set up automatic SIP by providing bank mandate or UPI autopay authorization, ensuring seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in HSBC India Export Opportunities Fund?

You can redeem your units through Allvest platform anytime. Note that 1% exit load applies if redeemed within 1 year of investment.