HSBC Consumption Fund - Regular Growth
| Category: Equity: Thematic-Consumption |
| Launch Date: 31-08-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| Expense Ratio: 2.12% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,438.46 Cr As on (31-03-2025) |
| Turn over: 4% |
PERFORMANCE of HSBC Consumption Fund - Regular Growth
Scheme Performance (%)
Data as on - 30-04-2025Yearly Performance (%)
Fund Managers
Gautam Bhupal, Sonal Gupta, Anish Goenka
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.
RETURNS CALCULATOR for HSBC Consumption Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of HSBC Consumption Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Growth | - | - | - | - | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |
