HSBC India Export Opportunities Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.95% | -6.10% | 0.99% | 12.35% | 12.68% | – | – | – | – |
NAV history
About this fund
HSBC India Export Opportunities Fund is a sectoral/thematic equity fund offered by HSBC Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹11.30, with assets under management of about ₹1,186 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, HSBC India Export Opportunities Fund has recorded a return of about 12.7%. Its annualised volatility is 16.1% — relatively large fluctuations — and its Sharpe ratio is 0.38, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.70%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.24 | 10.52 | -3.36 | 28.22 | 91% | 38% |
Further reading: Why a single trailing return misleads, measured across 830 funds
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Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Equity Minimum Variance Fund Equity Scheme - Sectoral/Thematic | -2.96 | -4.78 | -4.60 | -7.46 | – | – | – | 0.74 |
| Shriram Multi Sector Rotation Fund Equity Scheme - Sectoral/Thematic | -4.31 | -4.86 | -2.65 | -2.74 | – | – | – | 0.60 |
| Axis Momentum Fund Equity Scheme - Sectoral/Thematic | -7.24 | -6.31 | -8.34 | -10.85 | – | – | – | 0.72 |
| Quantum Ethical Fund Equity Scheme - Sectoral/Thematic | -4.29 | -3.33 | -0.31 | -4.58 | – | – | – | 0.64 |
| Union Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.82 | -0.93 | 6.70 | 8.40 | – | – | – | 0.91 |
| Aditya Birla Sun Life Conglomerate Fund Equity Scheme - Sectoral/Thematic | -6.32 | -8.18 | -4.04 | -7.26 | – | – | – | 0.63 |
| SBI Quant Fund Equity Scheme - Sectoral/Thematic | -4.51 | -8.36 | -11.24 | -9.02 | – | – | – | 0.79 |
| ICICI Prudential Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -4.79 | -7.85 | -8.50 | -12.53 | – | – | – | 0.85 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HSBC Value Fund Equity Scheme - Value Fund | -4.52 | -5.41 | -6.03 | -3.61 | 13.64 | – | – | 0.63 |
| HSBC Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.09 | 1.17 | 2.81 | 5.88 | 7.72 | – | – | – |
| HSBC Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -5.72 | -2.74 | 0.65 | -1.74 | 11.52 | – | – | 0.68 |
| HSBC Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.06 | -2.08 | -0.84 | -1.91 | 8.50 | – | – | 0.69 |
| HSBC Small Cap Fund Equity Scheme - Small Cap Fund | -9.17 | -3.14 | 5.46 | 3.81 | 10.98 | – | – | 0.55 |
| HSBC Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.56 | 1.46 | 3.02 | 6.53 | 7.16 | – | – | 0.22 |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -7.52 | -3.81 | -2.69 | -4.64 | 13.94 | – | – | 0.86 |
| HSBC Medium Term Fund Debt Scheme - Medium Duration Fund | -0.74 | -0.24 | 1.79 | 4.04 | 7.50 | – | – | – |