Pros | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Among most bought funds within the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 60 Cr | 4073 Cr | ||
Min Investment | SIP ₹1000 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.05% | 0.58% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | MSCI EM GR INR | Russell 3000 Growth TR USD |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | 14.65 | 38.94 | ||
P/B | 2.23 | 11.15 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.26% | 4.2% | ||
3-Month Return | 14.48% | 14.81% | ||
6-Month Return | 13.16% | 2.6% | ||
1-Year Return | 24.9% | 23.6% | ||
3-Year Return | 10.08% | 18.99% | ||
5-Year Return | 6.89% | 12.62% |
Sharpe | 0.26 | 0.76 | ||
Alpha | -4.35 | -4.76 | ||
Beta | 1.01 | 1.01 | ||
Standard Deviation | 16.71 | 18.08 | ||
Information Ratio | -1 | -1.39 |
Description | HSBC Global Emerging Markets Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sonal Gupta | - |