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HSBC Brazil Fund - Dividend Direct

Category: Fund of Funds-Overseas
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: MSCI Brazil 10/40
Expense Ratio: 2.01% As on (30-11-2018)
Status: Open Ended Schemes(Other Scheme - FoF Overseas) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 23.35 Cr As on (30-11-2018)
Turn over: 2%
NAV as on


CAGR Since Inception


PERFORMANCE of HSBC Brazil Fund - Dividend Direct

Scheme Performance (%)

Data as on - 15-01-2019

Yearly Performance (%)

Fund Managers

Ranjithgopal K A

Mr. Ranjithgopal is BA in Economics and PGDBM (MBA). 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.

Investment Objective

The scheme seeks to provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investments Funds (HGIF) Brazil Equity Fund.

RETURNS CALCULATOR for HSBC Brazil Fund - Dividend Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HSBC Brazil Fund - Dividend Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Brazil Fund - Dividend Direct 33.54 -0.04 -3.45 1.53 - -
Fund of Funds-Overseas

PEER COMPARISION of HSBC Brazil Fund - Dividend Direct

Data as on - 15-01-2019
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PORTFOLIO ANALYSIS of HSBC Brazil Fund - Dividend Direct

Asset Allocation (%)

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