Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹5 Cr
Lock In Period
N/A
Expense Ratio
2.16
Benchmark
MSCI World Total Return Index
Exit Load
1% if redeemed within 1 year from the date of allotment.
Summary
Latest details for HSBC Global Consumer Opportunities Fund Growth include a ₹18.202 NAV as of May 12,2021 and returns since inception of 37.62%. Minimum investments start at SIP ₹500. The HSBC Global Consumer Opportunities Fund Growth AUM is ₹5 Cr, with a lock-in of N/A years, expense ratio of 2.16%, and benchmark MSCI World Total Return Index. Exit load is - 1% if redeemed within 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -2.03% returns, against a category average of -3.09% and a category best of 5.90%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.03 | -3.09 | 5.90 |
| 6M | 13.30 | -0.12 | 30.69 |
| 1Y | 34.31 | 4.12 | 107.04 |
| 3Y | 11.23 | 14.44 | 217.27 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-04-30
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About Fund
HSBC Global Consumer Opportunities Fund Growth managed by HSBC Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the MSCI World Total Return Index while maintaining an expense ratio of 2.16. Under the expert guidance of Priyankar Sarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India Dynamic Asset Allocation Active Fund of Funds Growth | 4 | 1274.33 CR | 1.45 |
| This FundBandhan Multi-Asset Passive FOF Growth | 0 | 20.15 CR | 0.36 |
| This FundHSBC Global Consumer Opportunities Fund Growth | 0 | 5.09 CR | 2.16 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 5881.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 2190.96 CR | 2.37 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Dynamic Asset Allocation Active Fund of Funds Growth | -0.2916 | 37.4647 |
| This FundBandhan Multi-Asset Passive FOF Growth | 4.0076 | 37.5308 |
| This FundHSBC Global Consumer Opportunities Fund Growth | 34.3143 | 37.6156 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 17.3387 | 110.8781 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 105.6406 | 211.0791 |
FAQs
HSBC Global Consumer Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HSBC Global Consumer Opportunities Fund Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HSBC Global Consumer Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : -2.03%
- 6 Months : 13.30%
- 1 Year : 34.31%
- 3 Years : 11.23%
You can invest in HSBC Global Consumer Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HSBC Global Consumer Opportunities Fund Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HSBC Global Consumer Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500