HSBC Brazil Fund Direct Growth
Equity
Direct
Global - Other
NAV: ₹ 7.61 as on 23-04-2024
Fund Performance
46 people have invested ₹ 2.2L in HSBC Brazil Fund Direct Growth in the last three months
Mutual Fund Insights
In the last 1 year, Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth has given 90.95% return, outperforming this fund by 77.07%.
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 1.07%.
In the last 5 years, Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth has given 21.38% return, outperforming this fund by 23.96% per annum.
In the last 3 years, Kotak NASDAQ 100 Fund of Fund Direct Growth has given 11.95% return, outperforming this fund by 12.27% per annum.
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
3Y 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
- HSBC Brazil Fund Direct Growth has ₹41 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 1.9.
HSBC Brazil Fund Direct Growth Overview
 | 1.85% |
 Benchmark | MSCI Brazil 10/40 GR LCL |
 | ₹41 Cr |
 | 2 January, 2013 |
 | ₹5000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 0.12% |
HSBC Brazil Fund Direct Growth Distribution as on (31-Dec-69)
Size breakup
Large cap
78.3%
Mid cap
9.8%
Sector Allocation
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 Holdings1
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HSBC GIF Brazil Equity S3D | 95.91% | -2.1% |
Peer Analysis
HSBC Brazil Fund Direct Growth Fund Manager
Sonal Gupta
Fund Manager of HSBC Brazil Fund Direct Growth, since 2 December 2022
Top funds managed
HSBC Brazil Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
Fund Allocations
This fund has an allocation of 95.91% in Equity, 0% in Debt and 4.09% in Cash related instruments
AUM size ₹41 Cr
This fund has AUM of ₹41 Cr which is less than its category average of ₹ 511 Cr
Expense Ratio 1.85%
This fund has an expense ratio of 1.85% which is more than its category average expense ratio of 1.4%
Frequently Asked Questions
The current NAV of HSBC Brazil Fund Direct Growth is ₹7.61 as on 23-Apr-2024.
Existing (Absolute + CAGR) as on 23-Apr-2024.
HSBC Brazil Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -6.36% | -6.36% |
6 Month Returns | 5.4% | 5.4% |
1 Year Returns | 13.88% | 13.88% |
3 Years Returns | -0.96% | -0.32% |
5 Years Returns | -12.27% | -2.58% |
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1.85% as on March 2024
₹41 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%