HSBC Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,761.84 Cr
Expense Ratio
2.21%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
31 Aug 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.04% | -- |
| 3 Months | +12.43% | -- |
| 6 Months | +13.12% | -- |
| 1 Year | +2.24% | +2.24% |
| 2 Years | -- | +2.58% |
| 3 Years | +54.36% | +15.57% |
| 5 Years | -- | 0% |
| Since Launch | +54.36% | +15.52% |
Holdings as on 5 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 112.27 | 6.37 |
| Bharti Airtel | 105.45 | 5.98 |
| Radico Khaitan | 84.17 | 4.78 |
| Maruti Suzuki India | 83.13 | 4.72 |
| Titan Company | 76.25 | 4.33 |
| TVS Motor Company | 56.94 | 3.23 |
| Mahindra & Mahindra Ltd | 56.66 | 3.22 |
| Varun Beverages | 56.58 | 3.21 |
| Global Health | 54.02 | 3.07 |
| Treps | 51.28 | 2.91 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Canara Robeco Consumption Fund Regular Plan Growth | -3.73% | +10.18% | +10.22% |
| Nippon India Consumption Fund - Growth | -6.8% | +8.76% | +11.29% |
| Sundaram Consumption Fund Growth | -4.78% | +9.33% | +10.64% |
| HSBC Consumption Fund Regular Growth | +2.24% | +15.57% | -- |
| Kotak Consumption Fund Regular Growth | -2.73% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Fund is 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. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
The HSBC Consumption Fund Regular Growth has an AUM of 1761.84 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.21%. The minimum investment in HSBC Consumption Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Bharti Airtel, Radico Khaitan, Maruti Suzuki India.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Food Processing, Beverages (Alcoholic), Computer Services.
Some of the similar funds are Canara Robeco Consumption Fund Regular Plan Growth, Nippon India Consumption Fund - Growth, Sundaram Consumption Fund Growth, HSBC Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth. HSBC Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating HSBC Consumption Fund Regular Growth has a Medium risk & Low return.
HSBC Consumption Fund Regular Growth is managed by Anish Goenka,Mayank Chaturvedi.
The expense ratio of HSBC Consumption Fund Regular Growth is 2.21%.
The 5 year annualized return on HSBC Consumption Fund Regular Growth is 0.00% & it has generated 2.24% in the last 1 year.
The minimum investment in HSBC Consumption Fund Regular Growth is 5000 Rs.
HSBC Consumption Fund Regular Growth has an AUM of 1761.84 crores.
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