HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Equity
Direct
Equity - Consumption
NAV: ₹ 10 as on 21-09-2023
Fund Performance
1 people have invested ₹ 5K in HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl in the last three months
About the Fund
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 4 September, 2023. The fund is managed by Sonal Gupta. The fund could potentially beat inflation in the long-run.
Key Parameters
- HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹0 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 0.
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl Overview
 | -- |
 Benchmark | IISL Nifty India Consumption TR INR |
 | ₹0 Cr |
 | 4 September, 2023 |
 | ₹5000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 0% |
Fund Distribution as on (31-Aug-23)
Sector Allocation
Consumer Defensive
59.9%
Consumer Cyclical
20.2%
Financial Services
19.9%
Top Holdings of HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl as on (31-Aug-23)
Equity Holdings4
Gainers & Losers in HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl portfolio Returns for the month of Dec
Top Growth Drivers | 1M Return |
|---|---|
 Titan Company Ltd | 3.4% |
 HDFC Life Insurance Company Ltd | 0.3% |
Peer Analysis
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl Fund Manager
Sonal Gupta
Fund Manager of HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl, since 4 September 2023
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered returns of 0.15% since inception (04nd Sep 2023)
Fund Allocations
This fund has an allocation of 2.53% in Equity, 0% in Debt and 97.47% in Cash related instruments
Frequently Asked Questions
The current NAV of HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is ₹10.02 as on 21-Sep-2023.
Existing (Absolute + CAGR) as on 21-Sep-2023.
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Consumer Defensive(1.51%), Consumer Cyclical(0.51%), Financial Services(0.5%) as on August 2023
The alpha ratio for the HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl | - | - | - |
As on August 2023
The alpha for HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated against IISL Nifty India Consumption TR INR. 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 Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl | - | - | - |
As on August 2023
The Beta for HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated with IISL Nifty India Consumption TR INR. 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 Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl | - | - | - |
As on August 2023
The sharpe ratio for HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated with IISL Nifty India Consumption TR INR. 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 Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl | - | - | - |
As on August 2023
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.
Sonal Gupta is the fund manager of HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl
The Exit load of HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl is 1%