HSBC Global Emerging Markets Direct Plan Growth+0.37%

1
25.86%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
All

Fund Details

HSBC Global Emerging Markets Direct Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.69%
NAV17.43 (13 Aug 2020)
Fund Started02 Jan 2013
Fund Size12 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Global Emerging Markets Direct Plan Growth
25.9%
9.4%
NA
10.6%
Category Average
19.1%
9.9%
8.4%
-
Rank within category
8
21
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 25.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 1.68%
    4. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HSBC GIF Global Emerging Markets EquityFinancialForgn.MF- Equity97.3%

    Fund Managers

    addRanjithgopal K A
    Education
    Mr. Ranjithgopal is BA in Economics and PGDBM (MBA).
    Experience
    Prior to this, he was AVP - Institutional Sales in HSBC Global Asset Management. Has had exposure in both Institutional Sales & Retail Channel Management across Mumbai, Pune, Tamil Nadu & Kerala locations.
    Funds Managed

    HSBC Global Emerging Markets Direct Plan Growth Details

    HSBC Global Emerging Markets Direct Plan Growth is a Others Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Ranjithgopal K A is the Current Fund Manager of HSBC Global Emerging Markets Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12 Cr and the Latest NAV as of 13 Aug 2020 is ₹17.43.

    The HSBC Global Emerging Markets Direct Plan Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    To provide long term capital appreciation by investing in India and in the emerging markets, in equity and equity related instruments, share classes and units / securities issued by overseas mutual funds or unit trusts. The fund may also invest a limited proportion in debt and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    27 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    JP Morgan Chase Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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