HSBC Consumption Fund
Current Fund Size :
N.A.
₹15.12
NAV
21.98% p.a.
Overall Return
-1.82%
1-Day Change
0.8%
Expense Ratio
₹ 1,645 Cr
AUM (Fund Size)
2+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY India Consumption TRI
Risk Level
High Risk
Min. Investment
SIP: ₹1000 & Lumpsum: ₹5000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
2 yrs 1 m since Aug 10, 2023
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | HSBC Consumption Fund | -2.44% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,645 Cr | 2 yrs 1 m | 0.8% |
| 2 | Nippon India Consumption Fund | -7.32% | 17.3% | 24.99% | 13.42 | 0.76 | 0.83 | 1.01 | 2,756 Cr | 12 yrs 8 m | 0.54% |
| 3 | SBI Consumption Opportunities Fund | -12.57% | 15.63% | 25.59% | 13.83 | 0.78 | 0.76 | 0.98 | 3,175 Cr | 12 yrs 8 m | 0.94% |
| 4 | ICICI Prudential Bharat Consumption Fund | -6.41% | 18.25% | 22.15% | 12.36 | 0.71 | 0.88 | 1.09 | 3,261 Cr | 6 yrs 6 m | 1.07% |
| 5 | Mirae Asset Great Consumer Fund | -6.85% | 18.91% | 23.7% | 14.46 | 0.85 | 0.84 | 1.08 | 4,552 Cr | 12 yrs 8 m | 0.43% |
| 6 | Tata India Consumer Fund | -6.21% | 18.45% | 21.78% | 14.01 | 0.80 | 0.84 | 1.04 | 2,518 Cr | 9 yrs 9 m | 0.72% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | -0.14% | -0.07% |
| 2 | 3 Months | 1.49% | 0.9% |
| 3 | 6 Months | 13% | 10.88% |
| 4 | 1 Year | -2.44% | -7.12% |
| 5 | 2 Years | 22.4% | 17.73% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | HSBC Infrastructure Fund | 2,278 Cr | -9.82% | 30.82% | View Detail |
| 2 | HSBC Small Cap Fund | 15,886 Cr | -10.55% | 30.51% | View Detail |
| 3 | HSBC Value Fund | 13,532 Cr | -3.66% | 26.54% | View Detail |
| 4 | HSBC Business Cycles Fund | 1,092 Cr | -4.71% | 25.61% | View Detail |
| 5 | HSBC Midcap Fund | 11,749 Cr | -3.23% | 24.37% | View Detail |
| 6 | HSBC Large and Mid Cap Fund | 4,311 Cr | -3.45% | 23.68% | View Detail |
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