HSBC Infrastructure Fund - Regular Growth

Fund House: HSBC Mutual Fund

Category: Equity: Sectoral-Infrastructure

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY Infrastructure TRI

Total Assets: 2270.6 As on (31-12-2025)

Expense Ratio: 2.07% As on (31-12-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 90 days from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 90 days from the date of allotment – 1% If units are redeemed or switched out on or after 90 days from the date of allotment – Nil.

NAV as on 06-02-2026

46.0907

0.081

CAGR Since Inception

8.67%

NIFTY Infrastructure TRI 12.09%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Infrastructure Fund - Regular Growth 5.83 22.51 21.47 16.69 8.67
Nifty Infrastructure TRI 15.19 24.44 20.02 16.27 12.09
Equity: Sectoral-Infrastructure 7.44 23.23 22.37 16.68 11.9

Funds Manager

Venugopal Manghat, Gautam Bhupal, Sonal Gupta

RETURNS CALCULATORS for HSBC Infrastructure Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Infrastructure Fund - Regular Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of HSBC Infrastructure Fund - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Infrastructure Fund Reg Gr 01-01-2013 5.83 8.0 22.51 21.47 16.69
Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) Reg Gr 29-09-2005 14.28 10.88 23.07 20.75 15.51
Franklin Build India Gr 04-09-2009 12.97 11.14 27.36 24.13 19.06
Canara Robeco Infra Reg Gr 02-12-2005 12.91 14.14 25.48 23.56 16.49
LIC MF Infra Reg Gr 29-02-2008 10.12 15.29 28.57 24.29 17.14
ICICI Pru Infra Gr 31-08-2005 9.66 10.49 25.25 27.69 18.69
DSP India TIGER Fund Reg Gr 11-06-2004 9.63 10.82 25.12 24.54 17.8
ABSL Infra Gr 17-03-2006 9.62 8.49 21.58 20.2 15.22
UTI Infra Gr 01-08-2005 9.61 8.05 20.71 17.79 15.08
Nippon India Power & Infra Gr Gr 01-05-2004 9.21 7.65 25.97 24.28 17.82

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Infrastructure Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Infrastructure Fund - Regular Growth 14.53 0.77 -1.22 0.96 - -
Equity: Sectoral-Infrastructure - - - - - -