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  • HSBC Consumption Fund (Growth)
HSBC Mutual Funds

HSBC Consumption Fund (Growth)

EquityDiversified

13.386

NAV (Jun 20)

34.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.386

NAV (Jun 20)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
33.9%
6 Month CAGR
22.5%

Scheme Information

Investment Objective

The investment objective of the Fund is 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. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio
2.15
Launched (1y ago)
Aug 31, 2023
AUM in Crores
1231.887
ISIN
INF336L01RC6
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Gautam Bhupal

Fund Manager

Sonal Gupta

Fund Manager

Anish Goenka

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Consumption Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-20

Top Stock Holdings

bharti airtel ltd

6%
6%

varun beverages ltd

5.9%
5.9%

treps

4.6%
4.6%

titan co ltd

4.1%
4.1%

avenue supermarts ltd

4%
4%
See all holdings

Allocation by Sector

consumer cyclical

33.4%
33.4%

consumer defensive

23.7%
23.7%

financial services

9%
9%

communication services

7.1%
7.1%

healthcare

6.3%
6.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 119,916 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.2%

23.4%

5.5%

5.9%

28.5%

17.7%

22.1%

16.4%

4.9%

5.2%

HSBC Consumption Fund (G) Review

HSBC Consumption Fund (G) is a Diversified Equity fund and has delivered an annualised return of 34.1% over a period of 0 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Anish Goenka, Gautam Bhupal, Sonal Gupta.

Nav of HSBC Consumption Fund (G) as of 6/20/2024 is ₹13.39 with the total AUM as of 6/21/2024 is ₹1231.887. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Consumption Fund (G) was launched on Aug 31, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Consumption Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HSBC Consumption Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty India Consumption TR INR.

HSBC Consumption Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Consumption Fund (G).

Frequently Asked Questions

What is HSBC Consumption Fund (G)?

HSBC Consumption Fund (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Consumption Fund (G)?

You can invest in HSBC Consumption Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Consumption Fund (G)?

The minimum sip amount for HSBC Consumption Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is HSBC Consumption Fund (G) good to invest in?

As per Scripbox experts, HSBC Consumption Fund (G) is a Not Reviewed Yet fund. You can investHSBC Consumption Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Consumption Fund (G)?

The expense ratio of the HSBC Consumption Fund (G) is 2.15% for regular plan.