HSBC Consumption Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 31-08-2023
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 2.08% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,600.85 Cr As on 29-11-2024(Source:AMFI)
Turn over: 4% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

14.8626

35.58%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Consumption Fund - Regular Growth 31-08-2023 36.01 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 31.04 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 29.35 29.26 21.97 21.68 -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 26.12 24.96 23.37 23.14 16.42
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 25.36 22.35 19.89 17.6 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 24.78 23.66 19.27 19.63 -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 24.39 - - - -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 24.23 20.05 14.34 16.04 11.36
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 22.89 21.76 18.94 20.24 15.98
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 22.84 22.92 20.75 18.12 14.79

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

37.88%

Others

3.53%

Large Cap

38.15%

Mid Cap

20.44%

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