Union Mutual Fund
Union Innovation & Opportunities Fund - Direct Plan - Growth Option
Sectoral / Thematic
+18.4% 3Y CAGR
HSBC Mutual Fund
Sectoral / Thematic · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
HSBC India Export Opportunities Fund is a Sectoral / Thematic fund from HSBC Mutual Fund, with NAVs going back to September 2024. This page covers its direct plan, growth option. It manages ₹1,286 crore, the 118th largest of 246 Sectoral / Thematic funds. Its expense ratio is 1.04% a year, lower than the median of 1.15% for Sectoral / Thematic funds.
Over the last year it returned 13.10%, 20th of 227 Sectoral / Thematic funds (median -3.45%). It is 21.25 percentage points a year ahead of its benchmark, the Nifty 500 TRI, over the last year, on AMFI's figures. Its biggest fall from a peak since September 2024 was 20.5%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+13.10%
Since launch (30 Sept 2024)
+7.08%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +13.67% | -7.58% | +21.25 pts |
| Since launch | +7.30% | -4.00% | +11.30 pts |
Measured from this fund's own daily NAVs over the last 2.1 years.
Volatility (annualised)
16.1%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-20.5%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 30 Sept 2024.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on HSBC Mutual Fund's website before you invest.
Funds next to HSBC India Export Opportunities Fund, in the same category, ranked by fund size.
Union Mutual Fund
Sectoral / Thematic
+18.4% 3Y CAGR
Edelweiss Mutual Fund
Sectoral / Thematic
+16.7% 3Y CAGR
Mahindra Manulife Mutual Fund
Sectoral / Thematic
+15.7% 3Y CAGR
HSBC India Export Opportunities Fund - Direct Growth
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