A monthly systematic investment plan (SIP) of ₹10,000 in HSBC Mutual Fund’s India Export Opportunities Fund since its inception in September 2024 would have grown to approximately ₹2.82 lakh as of September 30, 2026, against a total investment of ₹2.40 lakh over two years, according to data shared by the fund house.
This translates into a SIP return of 16.27%.
The open-ended equity scheme, which invests in companies engaged in or expected to benefit from exports of goods and services, completed two years on September 25, 2026.
The fund delivered a return of 20.16% over the one-year period ended September 30, 2026. An investment of ₹1 lakh in the fund’s Regular Plan at inception on September 24, 2024, would have grown to approximately ₹1.15 lakh by September 30, 2026.
In comparison, the same lump-sum investment in the Nifty 500 Total Return Index (TRI) would have grown to ₹92,320, while an investment tracking the Nifty 50 TRI would have stood at ₹89,040, according to the fund house.
For the one-year period ended September 30, 2026, a monthly SIP of ₹10,000, representing a total investment of ₹1.20 lakh, would have grown to approximately ₹1.36 lakh, translating into a SIP return of 25.46%.
The scheme invests in companies with export exposure across sectors, including manufacturing and services. Its investment theme is linked to factors such as supply-chain diversification, government policies, manufacturing capabilities and India’s participation in global value chains.
The fund had assets under management (AUM) of ₹1,303 crore as of September 30, 2026, and is benchmarked against the Nifty 500 TRI. It is managed by Abhishek Gupta, Siddharth Vora, Mayank Chaturvedi and Dipan S. Parikh.
It must be noted that the fund is an equity scheme focused on the export theme and is subject to market risks, including fluctuations in global demand, trade policies and currency movements.
Past performance does not guarantee future returns, and actual investor returns may vary depending on the timing and amount of investments. Investors should review the scheme’s risk profile and investment objective before investing.