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HSBC India Export Opportunities Fund - Direct Growth is an equity scheme managed by HSBC Mutual Fund. The total expense ratio is 0.85% on assets of ₹1,176Cr. The fund is currently managed by Mayank Chaturvedi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 82% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| AVALON TECHNOLOGIES LIMITED | Industrials | 4.83% |
| RELIANCE INDUSTRIES LIMITED | Energy | 4.36% |
| LARSEN AND TOUBRO LIMITED | Industrials | 4.30% |
| Pearl Global Industries Limited | Consumer Cyclical | 3.63% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 3.58% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 3.04% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.96% |
| Varun Beverages Ltd | Consumer Defensive | 2.91% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 2.82% |
| CCL PRODUCTS (INDIA) LIMITED | Consumer Defensive | 2.67% |
| AARTI INDUSTRIES LIMITED | Basic Materials | 2.65% |
| WOCKHARDT LIMITED | Healthcare | 2.58% |
| TECH MAHINDRA LIMITED | Technology | 2.45% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 2.32% |
| ECLERX SERVICES LIMITED | Technology | 2.16% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.11% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 2.10% |
| VINATI ORGANICS LIMITED | Basic Materials | 2.04% |
| LUPIN LIMITED | Healthcare | 2.00% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.99% |
| GARWARE HI-TECH FILMS LIMITED | Basic Materials | 1.94% |
| STYLAM INDUSTRIES LIMITED | Consumer Cyclical | 1.80% |
| INDO COUNT INDUSTRIES LTD | Consumer Cyclical | 1.79% |
| ATHER ENERGY PRIVATE LIMITED | Consumer Cyclical | 1.67% |
| TD POWER SYSTEMS LIMITED | Industrials | 1.61% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 16.36% |
| Healthcare | 6 | 11.99% |
| Automobile and Auto Components | — | 9.87% |
| Fast Moving Consumer Goods | — | 8.87% |
| Metals & Mining | — | 7.97% |
| Textiles | — | 6.94% |
| Information Technology | — | 6.59% |
| Financial Services | 3 | 6.34% |
| Chemicals | — | 4.69% |
| Oil, Gas & Consumable Fuels | — | 4.36% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.36% | 1.95% | 5.23% | 10.70% | 17.44% | 86.1% |
Top-10 weight 35.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.