HSBC Consumption Fund - Regular IDCW
Fund House: HSBC Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 31-08-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.09% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,643.34 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 4% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil. |
14.7717
0.08 (0.526%)
20.5%
Benchmark: 14.82%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from consumption and consumption related activities. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular IDCW | 31-08-2023 | -1.57 | 20.96 | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | -0.03 | - | - | - | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | -1.57 | 20.96 | - | - | - |
| Axis Consumption Fund Regular Plan - Growth | 12-09-2024 | -4.17 | - | - | - | - |
| Aditya Birla Sun Life Consumption Fund-Growth Option | 05-08-2005 | -4.4 | 15.8 | 15.34 | 20.38 | 15.08 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | -4.53 | 16.66 | 16.12 | 20.81 | 15.87 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | -4.9 | 16.53 | 17.45 | 20.7 | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | -5.06 | 17.5 | 17.37 | 20.11 | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | -5.22 | 17.2 | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | -5.3 | 15.79 | 16.02 | 19.27 | 14.49 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.35%
Others
2.32%
Large Cap
40.79%
Mid Cap
30.54%
