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- HSBC Mutual Funds
- HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A)
Formerly HSBC Global Equity Clmt Chg FoF Reg DP
HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A)
₹ 9.5298
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 9.5298
NAV (Apr 16)
Fund Returns
Last 1Y | 4.6% |
Last 3Y | -2.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -1.6% |
6 Month CAGR | 11.7% |
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 – Global Equity Climate Change (HGECC). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of overnight / liquid mutual fund schemes,in order to meet liquidity requirements from time to time. However,there is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.09 |
Launched (3y ago) | Mar 22, 2021 |
AUM in Crores | 135.128 |
ISIN | INF336L01PZ1 |
Lock-in | No Lock-in |
Benchmark | MSCI ACWI NR LCL |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.206 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) | 6,91,183 | -41,429 | -2.5% | |
| 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
hsbc gif global eq climate change jc
99.4%treps
2.6%net current assets (including cash & bank balances)
2%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 3,007 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 1,444 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
32.8% | 22% | ||
5.3% | 5.9% | ||
26.5% | 16.9% | ||
20.1% | 15.5% | ||
4.7% | 5.2% |
HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) Review
HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) is a International - Others International Equity fund and has delivered an annualised return of -1.6% over a period of 3 years. The fund was previously known as HSBC Global Equity Clmt Chg FoF Reg DP. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Kapil Punjabi, Sonal Gupta.
Nav of HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) as of 4/16/2024 is ₹9.53 with the total AUM as of 4/19/2024 is ₹135.128. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) was launched on Mar 22, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) is ₹1000 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 Equity Climate Change Fund of Fund Opt (PIDCW-A)?
How to invest in HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A)?
You can invest in HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) 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 Equity Climate Change Fund of Fund Opt (PIDCW-A)?
The minimum sip amount for HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) good to invest in?
As per Scripbox experts, HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) is a Not Reviewed Yet fund. You can investHSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) 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 Equity Climate Change Fund of Fund Opt (PIDCW-A)?
The expense ratio of the HSBC Global Equity Climate Change Fund of Fund Opt (PIDCW-A) is 2.09% for regular plan.