Fund Details
HSBC Global Consumer Opportunities Fund Regular Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.27% |
| NAV | ₹17.37 (15 Jan 2021) |
|---|---|
| Fund Started | 23 Feb 2015 |
| Fund Size | ₹5 Cr |
Returns
Comparison
1. Risk is lower compared to the benchmark
2. 1Y Returns are higher than the benchmark
3. 5Y Returns are higher than the category average returns
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
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.15%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HSBC GIF China Consumer Opportunities | Financial | Forgn.MF- Equity | 97.5% |
Fund Managers
HSBC Global Consumer Opportunities Fund Regular Growth Details
HSBC Global Consumer Opportunities Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5 Cr and the Latest NAV as of 15 Jan 2021 is ₹17.37.
The HSBC Global Consumer Opportunities Fund Regular 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.
