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HSBC Emerging Markets Fund - Growth

Category: Equity Funds International
Launch Date: 17-03-2008
Asset Class: Equity
Benchmark: MSCI Emerging Markets Index
Expense Ratio: 2.69% As on (30-09-2017)
Status: Open Ended Schemes(Fund of Funds - Overseas) for subscription
Minimum Investment: 10000.0
Minimum Topup: 0.0
Total Assets: 9 Cr As on (30-09-2017)
Turn over: 2.0
NAV as on 20-02-2018

14.8796

0.33 (2.2447%)

CAGR Since Inception

4.08%

MSCI Emerging Markets Index 23.91%

PERFORMANCE of HSBC Emerging Markets Fund - Growth

Scheme Performance (%)

Data as on - 21-02-2018

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 will provide long term capital appreciation by investing in equity and equity related instruments and units issued by overseas mutual funds or unit trusts in India or in the emerging markets.

RETURNS CALCULATOR for HSBC Emerging Markets 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 Emerging Markets Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Emerging Markets Fund - Growth 14.68 - 8.52 1.19 - -
Equity Funds International - - - - - -

PEER COMPARISION of HSBC Emerging Markets Fund - Growth

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Emerging Markets Fund - Growth 17-03-2008 22.57 25.88 8.53 6.3 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 38.13 27.84 13.59 14.36 0.0
Franklin Asian Equity Fund - Growth Plan 16-01-2008 29.14 24.41 12.78 11.7 9.43
Reliance ETF Hang Seng BeES 09-03-2010 28.66 0.0 0.0 0.0 0.0
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 27.85 25.96 8.42 0.0 0.0
Principal Global Opportunities Fund-Growth Option 29-03-2004 27.76 26.63 10.92 7.14 6.01
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 24.44 17.88 8.23 7.24 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 23.87 17.96 6.57 6.59 4.94
Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100) 29-03-2011 22.18 23.49 16.31 23.89 0.0
HSBC Global Consumer Opportunities Fund - Growth 23-02-2015 21.33 17.29 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Emerging Markets Fund - Growth

Asset Allocation (%)

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