- Mutual Funds
- HSBC Mutual Fund
- HSBC Consumption Fund Direct Growth
HSBC Consumption Fund Direct Plan Growth
₹ 12.78
NAV (Mar 12)
View Less
HSBC Consumption Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,13,765
Wealth Gained11,46,377
Total Corpus Created (₹)
With CAGR of 17.793 % in 5 yearsHistorical NAV
₹ 12.7823
NAV (Mar 12)
Fund Returns
Last 1Y | 8.3% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 17.8% |
6 Month CAGR | -15.2% |
Scheme Information
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Expense Ratio | 0.72 % |
Launched 1Y ago | 2023-08-31 |
AUM in Crores | 1356.3 |
ISIN | INF336L01QZ9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Consumption Fund Direct (G) | 8,95,603 | 1,62,991 | 8.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Varun Beverages Ltd.
5.57%Bharti Airtel Ltd.
5.51%Others
5.33%Avenue Supermarts Ltd.
3.95%Titan Company Ltd.
3.73%
Allocation by Sector
Services
28.26%Consumer Staples
21.74%Consumer Discretionary
14.38%Healthcare
5.87%Capital Goods
5.6%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr | ||
₹ 25,723 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20% | 19% | ||
7.1% | 7.9% | ||
17.5% | 19.8% | ||
7% | 6.6% | ||
16.6% | 14.2% |
HSBC Consumption Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,13,765
Wealth Gained11,46,377
Total Corpus Created (₹)
With CAGR of 17.793 % in 5 yearsFrequently Asked Questions
What is the expense ratio for HSBC Consumption Fund Direct Plan Growth?
What is the current AUM of HSBC Consumption Fund Direct Growth?
What is the latest NAV of HSBC Consumption Fund Direct Growth?
What is the Riskometer rating for HSBC Consumption Fund Direct Plan Growth?
Which are the top sector holdings in HSBC Consumption Fund Direct Plan?
Which are the top stock holdings in HSBC Consumption Fund Direct Plan?
What is the asset allocation of HSBC Consumption Fund Direct Plan Growth?
What has been the performance of HSBC Consumption Fund Direct Growth returns?
Does HSBC Consumption Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HSBC Consumption Fund Direct Plan Growth?
How to invest in HSBC Consumption Fund Direct Growth?
How can I redeem my investment in HSBC Consumption Fund Direct Plan?