HSBC Unique Opportunities Fund

HSBC Unique Opportunities Fund is being managed by Gaurav Mehrotra and Amaresh Mishra. The scheme aims to invest in a diversified portfolio of equity and equity related instruments. It would primarily invest in stocks of companies facing 'out-of-ordinary' conditions. The fund’s performance has been unimpressive. Existing investors should exit and new investors can skip this one.

Where does HSBC Unique Opportunities Fund invest your money?

HSBC Unique Opportunities Fund is an equity oriented multi cap fund which means most of your money will be invested in stocks of large, mid and small sized companies. Mid cap companies tend to give kicker returns while large cap companies are stable. Presently it has 63.5% allocation to stocks of large sized companies, 32.42% allocation to mid sized companies and 4.08% allocation to small cap companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child’s education
  • Child’s Marriage
  • Planning for retirement
  • Home Purchase
How has HSBC Unique Opportunities Fund performed in the past?

If you invested Rs 1 lakh when the fund was launched in March 2007, your value of investment would be around Rs 1.10 lakhs. If you had invested Rs 1 lakh for 5 years, your value of investments would have dropped to Rs 93806. The performance has not been similar to other funds in this category. 

Assume you had invested Rs 10,000 every month in HSBC Unique Oppoertunities Fund through SIP since inception today you would have around Rs 7.20 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of HSBC Unique Opportunities Fund is 2.86%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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