Should I invest in HSBC India Opportunities Fund?

We don't give personal investment advice. HSBC India Opportunities Fund - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.1%. 5-year CAGR: 13.19%.

HSBC

HSBC India Opportunities Fund - Growth

Latest NAV

₹214.3335

As of

11 Jun 2026

4,969 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.25%	-0.18%	-1.07	75 / 75	Q4
1W	-1.73%	-0.27%	-1.46	71 / 74	Q4
2W	-3.77%	-1.16%	-2.61	71 / 73	Q4
1M	-2.44%	-0.27%	-2.17	64 / 72	Q4
3M	+4.90%	+4.20%	+0.69	22 / 71	Q2
6M	-0.07%	+5.72%	-5.79	38 / 71	Q3
YTD	-3.02%	+1.77%	-4.80	41 / 71	Q3
1Y	-1.65%	+13.11%	-14.76	43 / 65	Q3
2Y	+3.81%	+8.06%	-4.25	37 / 61	Q3
3Y	+16.23%	+11.09%	+5.14	10 / 55	Q1
4Y	+16.53%	+11.08%	+5.44	6 / 35	Q1
5Y	+13.19%	+10.12%	+3.07	9 / 33	Q2
7Y	+14.11%	+11.11%	+3.00	6 / 28	Q1
10Y	+12.69%	+10.36%	+2.33	10 / 28	Q2
Inception	+11.60%	+8.95%	+2.65	27 / 75	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.02%	-6.65%	+3.63	3 / 27
2025	+0.68%	+2.13%	-1.45	19 / 27
2024	+28.32%	+17.60%	+10.71	3 / 27
2023	+31.29%	+25.30%	+5.99	3 / 27
2022	-4.62%	+0.84%	-5.45	26 / 32
2021	+33.77%	+25.14%	+8.63	9 / 46
2020	+15.78%	+13.07%	+2.71	12 / 50
2019	+5.80%	+4.14%	+1.66	28 / 61
2018	-9.96%	-7.56%	-2.40	23 / 36
2017	+38.66%	+31.98%	+6.68	9 / 36
2016	+5.13%	+1.09%	+4.04	10 / 38

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.61%

234 windows

min -55.3% · max 75.4%

74% positive

3-Year rolling

+12.48%

210 windows

min -5.9% · max 28.9%

93% positive

5-Year rolling

+12.36%

186 windows

min -1.7% · max 27.1%

98% positive

7-Year rolling

+12.17%

161 windows

min 4.3% · max 18.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.57%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.18

Downside-only deviation

Max drawdown

-20.74%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5280	11 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.2620	10 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.5500	11 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹58.7507	11 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹81.4690	11 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹40.0558	11 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹321.5200	11 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹292.2997	11 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹156.0700	11 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹74.5642	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹214.3335
10 Jun 2026	₹216.3844
9 Jun 2026	₹219.1205
8 Jun 2026	₹216.3286
5 Jun 2026	₹220.2814
4 Jun 2026	₹221.0013
3 Jun 2026	₹220.1864
2 Jun 2026	₹220.4189
1 Jun 2026	₹219.8636
29 May 2026	₹222.7193

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 11 Jun 2026, the NAV of HSBC India Opportunities Fund - Growth is ₹214.3335. It's a Flexi Cap Fund from HSBC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC India Opportunities Fund - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

HSBC India Opportunities Fund - Growth is managed by HSBC. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC India Opportunities Fund - Growth has delivered a absolute return of -1.65% — -14.76 pp behind the Flexi Cap Fund category average of 13.11%. The fund ranks #43 of 65 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HSBC India Opportunities Fund - Growth has delivered a CAGR of 16.23% — +5.14 pp ahead of the Flexi Cap Fund category average of 11.09%. The fund ranks #10 of 55 in its category — the top (Q1) quartile.

Over the trailing 5-year window, HSBC India Opportunities Fund - Growth has delivered a CAGR of 13.19% — +3.07 pp ahead of the Flexi Cap Fund category average of 10.12%. The fund ranks #9 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in HSBC India Opportunities Fund - Growth exactly 10 years ago would be worth approximately ₹330,332 today — a multiplier of 3.30×, based on the 10-year CAGR of 12.69%. The category average over the same window would have grown ₹1 lakh to ₹268,047.

A ₹10,000 monthly SIP in HSBC India Opportunities Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹810,193 today. That's an XIRR (money-weighted annualised return) of 11.95%.

A ₹10,000 monthly SIP for 10 years in HSBC India Opportunities Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,386,426 (multiplier 1.99×). XIRR: 13.18%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC India Opportunities Fund - Growth ranks #9 out of 33 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.12%; this fund delivered 13.19%.

The worst peak-to-trough decline HSBC India Opportunities Fund - Growth has experienced over the last 5-year window is 23.06% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC India Opportunities Fund - Growth averaged 12.36% (best 27.06%, worst -1.65%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.48 — weak risk-adjusted performance.

In calendar year 2025, HSBC India Opportunities Fund - Growth returned 0.68% — lagging the Flexi Cap Fund category average of 2.13% by 1.45 pp. It ranked #19 of 27 in its category that year.

HSBC India Opportunities Fund - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HSBC India Opportunities Fund - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.1%. 5-year CAGR: 13.19%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.