HSBC Brazil Fund Direct Growth

HSBC Brazil Fund Direct Growth

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Equity
Direct
Global - Other
NAV: ₹ 7.8 as on 12-04-2024
Fund Performance
zero opening, trading, fund transfer fee
47 people have invested ₹ 2.2L in HSBC Brazil Fund Direct Growth in the last three months

Mutual Fund Insights

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In the last 5 years, Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth has given 23.44% return, outperforming this fund by 25.78% per annum.
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In the last 3 years, Kotak NASDAQ 100 Fund of Fund Direct Growth has given 13.69% return, outperforming this fund by 11.68% per annum.
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In the last 1 year, Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth has given 100.88% return, outperforming this fund by 89.5%.
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This fund expense ratio is slightly on the higher side within the category (global - other). Its expense ratio is 1.85% which is higher than the category average expense ratio of 1.11%.

INDmoney Rank of HSBC Brazil Fund Direct Growth

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IND ranking is not available for this fund.

Pros

Hold on while we find any good points for this fund.

Cons

5Y returns in the bottom 25% of the category
Underperforms FD returns for both 3Y & 5Y period

About the HSBC Brazil Fund Direct Growth

HSBC Brazil Fund Direct Growth is an equity fund. This fund was started on 2 January, 2013. The fund is managed by Sonal Gupta. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. HSBC Brazil Fund Direct Growth has ₹42 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 1.9.

HSBC Brazil Fund Direct Growth Overview

Expense ratio
Expense ratio
1.85%
Benchmark
Benchmark
MSCI Brazil 10/40 GR LCL
AUM
AUM
₹42 Cr
Inception Date
Inception Date
2 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
0.12%

HSBC Brazil Fund Direct Growth Distribution as on (31-Dec-69)

  • Equity 95.9%

  • Debt & Cash 4.1%

Size breakup

Large cap
78.3%
Mid cap
9.8%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
28.9%
Energy
15.4%
Basic Materials
14.8%
Industrial
12.7%
Utilities
10.9%
Consumer Defensive
7.3%
Health
3.6%
Tech
3.3%
Consumer Cyclical
3.1%
Communication
0%

Top Holdings of HSBC Brazil Fund Direct Growth as on (31-Mar-24)

  • Debt & Cash

Debt Holdings1
Holdings
Weight%
1M Change
HSBC GIF Brazil Equity S3D
HSBC GIF Brazil Equity S3D
95.91%
-2.1%

HSBC Brazil Fund Direct Growth Fund Manager

Sonal Gupta
Sonal Gupta
Fund Manager of HSBC Brazil Fund Direct Growth, since 2 December 2022

HSBC Brazil Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
Fund Allocations

Fund Allocations

This fund has an allocation of 95.91% in Equity, 0% in Debt and 4.09% in Cash related instruments
AUM size ₹42 Cr

AUM size ₹42 Cr

This fund has AUM of ₹42 Cr which is less than its category average of ₹ 494 Cr
Expense Ratio 1.85%

Expense Ratio 1.85%

This fund has an expense ratio of 1.85% which is more than its category average expense ratio of 1.44%

Frequently Asked Questions

The current NAV of HSBC Brazil Fund Direct Growth is ₹7.8 as on 12-Apr-2024.
Existing (Absolute + CAGR) as on 12-Apr-2024.
HSBC Brazil Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
-2.93%
-2.93%
6 Month Returns
5.59%
5.59%
1 Year Returns
11.38%
11.38%
3 Years Returns
6.15%
2.01%
5 Years Returns
-11.16%
-2.34%
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1.85% as on March 2024
₹42 Cr as on March 2024
Financial Services(27.75%), Energy(14.77%), Basic Materials(14.15%) as on March 2024
The alpha ratio for the HSBC Brazil Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
HSBC Brazil Fund Direct Growth
-
-
-
As on March 2024
The alpha for HSBC Brazil Fund Direct Growth is calculated against MSCI Brazil 10/40 GR LCL. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the HSBC Brazil Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
HSBC Brazil Fund Direct Growth
-
-
-
As on March 2024
The Beta for HSBC Brazil Fund Direct Growth is calculated with MSCI Brazil 10/40 GR LCL. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the HSBC Brazil Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
HSBC Brazil Fund Direct Growth
0.67
0.1
-0.03
As on March 2024
The sharpe ratio for HSBC Brazil Fund Direct Growth is calculated with MSCI Brazil 10/40 GR LCL. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the HSBC Brazil Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
HSBC Brazil Fund Direct Growth
24.66
29.05
32.92
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 0.15 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Sonal Gupta is the fund manager of HSBC Brazil Fund Direct Growth
The Exit load of HSBC Brazil Fund Direct Growth is 1%