- Mutual Funds
- HSBC Mutual Funds
- HSBC Consumption Fund (Growth)
HSBC Consumption Fund (Growth)
₹ 13.734
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.734
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 37.3% |
6 Month CAGR | 21.2% |
Scheme Information
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 | 2.12 |
Launched (1y ago) | Aug 31, 2023 |
AUM in Crores | 1377.036 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Consumption Fund (Growth) | NaN | NaN | % | |
| 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
6.1%bharti airtel ltd
5.6%avenue supermarts ltd
4%titan co ltd
3.9%global health ltd
3.7%Allocation by Sector
consumer cyclical
33%consumer defensive
24.7%financial services
9.9%communication services
6.7%healthcare
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.2% | 23.4% | ||
5.6% | 5.9% | ||
27% | 17.8% | ||
26.3% | 17.1% | ||
5% | 5.3% |
HSBC Consumption Fund (G) Review
HSBC Consumption Fund (G) is a Diversified Equity fund and has delivered an annualised return of 37.4% 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 7/25/2024 is ₹13.73 with the total AUM as of 7/26/2024 is ₹1377.036. 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)?
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 2.12% for regular plan.