HSBC Global Consumer Opportunities Fund Direct Growth-1.68%

10.60%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Global Consumer Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.53%
NAV15.67 (27 Oct 2020)
Fund Started23 Feb 2015
Fund Size4 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Global Consumer Opportunities Fund Direct Growth
10.6%
8.6%
9.9%
8.2%
Category Average
12.9%
7.7%
8.2%
-
Rank within category
19
14
12
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.6% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y 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 - 1.53%

    Top Holdings

    NameSectorInstrument% Assets
    HSBC GIF China Consumer OpportunitiesFinancialForgn.MF- Equity98.1%

    Fund Managers

    addSanjay Shah
    Education
    Mr. Shah is a Chartered Accountant and PGDM.
    Experience
    Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
    Funds Managed
    addKapil Punjabi
    Education
    Mr. Kapil Punjabi is MMS from Mumbai University.
    Experience
    Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
    Funds Managed
    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 Consumer Opportunities Fund Direct Growth Details

    HSBC Global Consumer Opportunities Fund Direct Growth is a Others Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 23 Feb 2015. Sanjay Shah, Ranjithgopal K A is the Current Fund Manager of HSBC Global Consumer Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4 Cr and the Latest NAV as of 27 Oct 2020 is ₹15.67.

    The HSBC Global Consumer Opportunities Fund Direct 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

    The scheme seeks to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds (HGIF) China Consumer Opportunities Fund. A certain proportion of its corpus will also be invested in money market instruments and / or units of liquid mutual fund schemes, in order to meet liquidity requirements from time to time.

    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
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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