HSBC India Export Opportunities Fund – Two‑Year Performance Review
HSBC Mutual Fund announced that its open‑ended equity scheme, the HSBC India Export Opportunities Fund, completed two years since its launch on 25 September 2024. For the twelve‑month period ending 30 September 2026, the fund delivered a 20.16 percent return.
An investment of ₹1 lakh made at the fund’s inception on 24 September 2024 would have risen to approximately ₹1.15 lakh by 30 September 2026. This outperformed the benchmark Nifty 500 Total Return Index, which stood at ₹92,320, and the Nifty 50 Total Return Index at ₹89,040 over the same period.
A systematic investment plan (SIP) of ₹10,000 per month initiated on 24 September 2024 accumulated a total contribution of ₹2.40 lakh. By 30 September 2026, the SIP value would be about ₹2.82 lakh, reflecting a cumulative SIP return of 16.27 percent. Over the most recent one‑year window, the same monthly SIP (total contribution ₹1.20 lakh) would have grown to roughly ₹1.36 lakh, delivering a one‑year SIP return of 25.46 percent.
As of 30 September 2026, the fund’s assets under management (AUM) reached ₹1,303 crore. The portfolio is managed by Abhishek Gupta, Siddharth Vora, Mayank Chaturvedi and Dipan S. Parikh. The fund’s benchmark is the Nifty 500 Total Return Index.
Kailash Kulkarni, Chief Executive Officer of HSBC Mutual Fund, commented that India’s export opportunity is undergoing a structural transformation driven by supply‑chain diversification, policy support, improving manufacturing capabilities and a shift toward value‑added products and services. He affirmed that the fund will continue to actively identify and invest in companies with significant export exposure and sustainable competitive advantages to capture long‑term export‑led growth.
The press release underscores the fund’s focus on companies positioned to benefit from India’s evolving export ecosystem, which is supported by competitive labour costs, skilled workforce, government incentives, and increasing integration with global value chains.