- Mutual Funds
- HSBC Mutual Funds
- HSBC Global Consumer Opportunities Fund (Growth)
HSBC Global Consumer Opportunities Fund (Growth)
₹ 18.202
NAV (May 12)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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% |
Scheme Information
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.
Expense Ratio | 2.45 |
Launched (9y 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 |
Standard Deviation (3yr) | 17.7 |
Standard Deviation (5yr) | 14.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.61 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Global Consumer Opportunities Fund (Growth) | 10,50,609 | 3,17,997 | 14.5% | |
| 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
Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 3,007 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 93 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33% | 22% | ||
5.3% | 5.9% | ||
26.7% | 16.9% | ||
20.1% | 15.5% | ||
4.7% | 5.2% |
HSBC Global Consumer Opportunities Fund (G) Review
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 9 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Global Consumer Opportunities Fund (G) as of 5/12/2021 is ₹18.20 with the total AUM as of 4/17/2024 is ₹4.931. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Global Consumer Opportunities Fund (G) was launched on Feb 23, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Global Consumer Opportunities 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.
Frequently Asked Questions
What is HSBC Global Consumer Opportunities Fund (G)?
How to invest in HSBC Global Consumer Opportunities Fund (G)?
You can invest in HSBC Global Consumer Opportunities 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 Global Consumer Opportunities Fund (G)?
The minimum sip amount for HSBC Global Consumer Opportunities Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HSBC Global Consumer Opportunities Fund (G) good to invest in?
As per Scripbox experts, HSBC Global Consumer Opportunities Fund (G) is a Not Reviewed Yet fund. You can investHSBC Global Consumer Opportunities 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 Global Consumer Opportunities Fund (G)?
The expense ratio of the HSBC Global Consumer Opportunities Fund (G) is 2.45% for regular plan.