HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt
Get the latest NAV of HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹12.41
1D
NAV as on 18 Mar 2026
4.42%/per year
Since Inception
▲▼
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Performance vs. Global - Other Index
Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)
The fund has outperformed the benchmark (Global - Other Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Holdings Details
as on (28-Feb-26)
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.91% |
Benchmark | MSCI ACWI NR LCL |
| AUM | ₹54 Cr |
| Inception Date | 22 March, 2021 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 1.04% |
| Risk |   Very High Risk |
About HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt is an equity fund. This fund was started on 22 March, 2021. The fund is managed by Sonal Gupta, Mahesh Chhabria. The fund could potentially beat inflation in the long-run.
Key Parameters
- HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt has ₹54 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt has given a CAGR return of 4.42% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 21.53% and 11.93% respectively.
Holdings
HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt has allocated its funds majorly in Cash Equivalent, Industrial, Tech, Derivatives, Utilities, Consumer Cyclical, Basic Materials, Financial Services, Real Estate, Health, Energy. Its top holdings are HSBC GIF Global Equity Clmt Solu JC
Taxation
As it is a global - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt
The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds – Global Equity Climate Change (HGECC). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of overnight / liquid mutual fund schemes, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt has no lock in period.
Fund Manager
Sonal Gupta
Fund Manager of HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt, since 2 December 2022
Mahesh Chhabria
Fund Manager of HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt, since 1 February 2025
Frequently Asked Questions for HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt
How do I invest in HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt?
- Download the INDmoney app.
- Search for ‘HSBC Global Equity Climate Change Fund of Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.