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HSBC Brazil Fund-Growth

Category: Equity Funds International
Launch Date: 06-05-2011
Asset Class: Equity
Benchmark: MSCI Brazil 10/40
Expense Ratio: 2.68% As on (30-09-2017)
Status: Open Ended Schemes(Fund of Funds - Overseas) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 28 Cr As on (30-09-2017)
Turn over: 8.0
NAV as on 23-02-2018

8.5964

-0.04 (-0.463%)

CAGR Since Inception

-2.2%

MSCI Brazil 10/40 13.15%

PERFORMANCE of HSBC Brazil Fund-Growth

Scheme Performance (%)

Data as on - 23-02-2018

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-Growth

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-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Brazil Fund-Growth 33.53 -0.04 -4.12 1.53 - -
Equity Funds International - - - - - -

PEER COMPARISION of HSBC Brazil Fund-Growth

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Brazil Fund-Growth 06-05-2011 8.57 42.94 8.29 -2.71 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 40.22 29.04 14.45 15.45 0.0
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 29.09 26.45 9.1 0.0 0.0
Franklin Asian Equity Fund - Growth Plan 16-01-2008 28.29 24.42 12.84 11.79 9.51
Principal Global Opportunities Fund-Growth Option 29-03-2004 27.34 26.33 11.18 7.3 6.12
Reliance ETF Hang Seng BeES 09-03-2010 27.27 0.0 0.0 0.0 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 25.9 18.52 7.32 7.15 5.04
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 24.82 18.56 8.69 7.54 0.0
HSBC Emerging Markets Fund - Growth 17-03-2008 23.49 26.52 9.35 6.89 0.0
Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100) 29-03-2011 21.59 22.28 16.14 23.98 0.0

PORTFOLIO ANALYSIS of HSBC Brazil Fund-Growth

Asset Allocation (%)

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