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Business News/Market/Market Stats/    HSBC Consumption Fund Regular Growth

HSBC Consumption Fund Regular Growth

+
  • Equity
  • Equity - Consumption
  • Rating N.A.
  • Plan
12.68 -0.12 (-0.93%) NAV as on 18 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1619.84
  • CAGR 8.16%
  • Exit Load1.00%
  • Expense ratio2.08%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2023-08-31

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 February 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 1619.84 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 2.08%. 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 & Exceptional respectively.

 

The top holdings of the fund include Bharti Airtel, Varun Beverages, Multi Commodity Exchange Of India & PB Fintech.

 

The major sectors where the fund is invested are Communications Services, Personal & Household Prods., Beverages (Nonalcoholic) & Beverages (Alcoholic).

 

Some of the similar funds are Nippon India Consumption Fund - Growth, Sundaram Consumption Fund Growth, Baroda BNP Paribas India Consumption Regular Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth. HSBC Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about HSBC Consumption Fund Regular Growth

According to the morning star rating HSBC Consumption Fund Regular Growth has a Medium risk & Exceptional return.
HSBC Consumption Fund Regular Growth is managed by Gautam Bhupal,Sonal Gupta,Anish Goenka.
The expense ratio of HSBC Consumption Fund Regular Growth is 2.08%.
The 5 year annualized return on HSBC Consumption Fund Regular Growth is 0.00% & it has generated 8.16% 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 1619.84 crores.
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