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HSBC Brazil Fund-Dividend

Category: Fund of Funds-Overseas
Launch Date: 06-05-2011
Asset Class: Equity
Benchmark: MSCI Brazil 10/40
Expense Ratio: 2.53% As on (31-08-2018)
Status: Open Ended Schemes(Other Scheme - FoF Overseas) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 19.35 Cr As on (31-08-2018)
Turn over: 2%
NAV as on 22-10-2018

8.4173

0.15 (1.7927%)

CAGR Since Inception

-2.28%

PERFORMANCE of HSBC Brazil Fund-Dividend

Scheme Performance (%)

Data as on - 23-10-2018

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

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.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Brazil Fund-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Brazil Fund-Dividend 33.53 -0.04 -4.12 1.53 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of HSBC Brazil Fund-Dividend

Period
Data as on - 23-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Brazil Fund-Dividend 06-05-2011 5.83 6.49 23.3 -3.67 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 25.82 21.31 14.85 12.83 0.0
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 20.46 20.86 14.73 12.67 0.0
Kotak US Equity Fund - Standard Plan - Growth option 13-12-2013 17.29 17.27 13.74 0.0 0.0
DHFL Pramerica Global Agribusiness Fund - Growth 14-05-2010 14.61 14.59 6.55 1.53 0.0
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option 07-08-2013 14.54 13.61 10.68 9.53 0.0
ICICI Prudential Global Stable Equity Fund - Growth 13-09-2013 13.77 10.47 9.28 9.16 0.0
DSP World Energy Fund - Regular Plan - Growth 14-08-2009 11.6 6.56 5.73 -0.41 0.0
DSP Global Allocation Fund - Regular Plan - Growth 21-08-2014 8.16 7.65 6.05 0.0 0.0
DSP World Agriculture Fund - Regular Plan - Growth 19-10-2011 7.71 10.94 7.36 3.5 0.0

PORTFOLIO ANALYSIS of HSBC Brazil Fund-Dividend

Asset Allocation (%)

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