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  • HSBC Mutual Funds
  • HSBC Global Consumer Opportunities Fund (Growth)
HSBC Mutual Funds

HSBC Global Consumer Opportunities Fund (Growth)

International EquityInternational - Sectoral / Thematic

18.202

NAV (May 12)

14.5%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years.

Relative Size

5 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Historical NAV

18.202

NAV (May 12)

Fund Returns

Last 1Y

34.3%

Last 3Y

11.2%

Last 5Y

14.5%

Last 10Y

NA

Since Inception

10.1%

6 Month CAGR

13.3%

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Scheme Information

Investment Objective

The primary investment objective of the scheme is to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund (Underlying scheme). The Scheme may,also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes,in order to meet liquidity requirements from time to time.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.45

Launched (6y ago)

Feb 23, 2015

AUM in Crores

4.931

ISIN

INF336L01JU5

Lock-in

No Lock-in

Benchmark

MSCI ACWI GR LCL

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 4,186 cr

4

₹ 660 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,344 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

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  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.4%

    5.4%

    4.7%

    7.2%

    3.9%

    6%

    -

    0%

    4.4%

    5.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

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    About HSBC Global Consumer Opportunities Fund (G)

    About HSBC Global Consumer Opportunities Fund (G)

    HSBC Global Consumer Opportunities Fund (G) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 10.1% over a period of 6 years. . The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null

    HSBC Global Consumer Opportunities Fund (G) Investment Objective

    The primary investment objective of the scheme is to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund (Underlying scheme). The Scheme may,also invest a certain proportion of its corpus in money market instruments and / or units of liquid mutual fund schemes,in order to meet liquidity requirements from time to time. . However, there is no assurance that the objective of the scheme will be realized.

    HSBC Global Consumer Opportunities Fund (G) NAV,AUM,Risk

    The HSBC Global Consumer Opportunities Fund (G) fund was launched on Feb 23, 2015. The NAV (Net Asset Value) of this International - Sectoral / Thematic International Equity fund as of 2021-05-12 is ₹18.20. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹4.931. The category risk of the HSBC Global Consumer Opportunities Fund (G) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    HSBC Global Consumer Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.3% in this asset class. The top three holdings of the fund are

    HSBC Global Consumer Opportunities Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    HSBC Global Consumer Opportunities Fund (G) Investment volatility and Horizon

    This fund 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 MSCI ACWI GR LCL

    HSBC Global Consumer Opportunities Fund (G) Review

    HSBC Global Consumer Opportunities Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Global Consumer Opportunities Fund (G) has a score of 0 out of 5 Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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