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: 2.12% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,438.46 Cr As on 31-03-2025(Source:AMFI)
Turn over: 4% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

13.6363

20.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.

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 8.32 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 12.77 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 12.45 23.37 18.18 21.91 14.3
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.05 24.81 17.58 22.49 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 10.36 22.59 16.9 21.64 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.78 21.23 16.12 22.61 14.96
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 9.34 23.85 19.37 27.5 14.71
HSBC Consumption Fund - Regular Growth 31-08-2023 8.32 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 7.95 - - - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 7.35 22.27 17.73 23.45 15.55

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

41.11%

Others

2.83%

Large Cap

38.73%

Mid Cap

17.33%

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