HSBC Consumption Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1377.04
- CAGR 0.00%
- Exit Load1.00%
- Expense ratio2.12%
- CategoryEquity
- Min Investment5000
- Min SIP500
- Launch Date2023-08-31
Asset Allocation
Holdings As On - 21 July 2024
- Name
- Value (Cr)
- Holding %
- Varun Beverages
- 83.37
- 6.05%
- Bharti Airtel
- 77.22
- 5.61%
- Avenue Supermarts
- 54.62
- 3.97%
- Titan Company
- 53.25
- 3.87%
- Treps
- 50.64
- 3.68%
- Global Health
- 50.28
- 3.65%
- Dixon Technologies (India)
- 48.13
- 3.49%
- Hindustan Unilever
- 47.22
- 3.43%
- PB Fintech
- 46.98
- 3.41%
- Zomato
- 43.79
- 3.18%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
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 benefi t from consumption and consumption related activities. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
The HSBC Consumption Fund Regular Growth has an AUM of 1377.04 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.12%. The minimum investment in HSBC Consumption Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are - & - respectively.
The top holdings of the fund include Varun Beverages, Bharti Airtel, Avenue Supermarts & Titan Company.
The major sectors where the fund is invested are Personal & Household Prods., Beverages (Nonalcoholic), Construction Services & Communications Services.
Some of the similar funds are Nippon India Consumption Fund - Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, Sundaram Consumption Fund Growth, HSBC Consumption Fund Regular Growth. HSBC Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
