HSBC Global Equity Climate Change Fund of Fund Direct Growth

Equity

HSBC Mutual Fund

Global - Other

Get the latest NAV of HSBC Global Equity Climate Change Fund of Fund Direct Growth. 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.

₹10.72

▼-0.2%1D

NAV as on 13 May 2025

1.69%/per year

Since Inception

Absolute Gain%

▲▼

23 people have invested ₹ 82.5K in HSBC Global Equity Climate Change Fund of Fund Direct Growth in the last three months

Fund Performance

as on (13-May-25)

Period	This Fund	Global - Other Index
1 Month	11.73%	-
3 Months	-0.85%	-
6 Months	2.11%	-
1 Year	3.12%	-
3 Years	8.66%	-

INDmoney Rank

IND ranking is not available for this fund.

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	Inception Returns
HSBC Global Equity Climate Change Fund of Fund	10/18	57Cr	1.43%	3.12%	8.66%	1.69%
Motilal Oswal S&P 500 Index Fund Direct Growth	3/18	3,334Cr	0.58%	15.27%	18.7%	18.06%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth	5/18	4,859Cr	0.78%	18.99%	23%	22.65%
ICICI Prudential US Bluechip Equity Fund Direct Growth	7/23	3,019Cr	1.25%	3.89%	13.87%	15.86%

See all

3Y returns in the top 25% of the category

No bad points found for this fund.

HSBC Global Equity Climate Change Fund of Fund Returns Calculator

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HSBC Global Equity Climate Change Fund of Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 95%

Debt & Cash 5%

HSBC Global Equity Climate Change Fund of Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 95%

Debt & Cash 5%

Industrial

40.9%

Tech

28.5%

Basic Materials

8.8%

Consumer Cyclical

7.5%

Utilities

6.6%

Health

3.4%

Real Estate

2.6%

Energy

1.6%

HSBC Global Equity Climate Change Fund of Fund Holdings Details

as on (30-Apr-25)

Debt & Cash

Holdings	Weight%		1M Change
HSBC GIF Global Eq Climate Change JC	96.9%		0%

HSBC Global Equity Climate Change Fund of Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	1.43%
Benchmark	MSCI ACWI NR LCL
AUM	₹57 Cr
Inception Date	22 March, 2021
Min Lumpsum/SIP	₹5000/₹1000
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	0.01%
STCG	If held for less than 24 months - slab rates.
LTCG	If held for more than 24 months - 12.5% without indexation.
Risk	Very High Risk

About HSBC Global Equity Climate Change Fund of Fund

HSBC Global Equity Climate Change Fund of Fund Direct Growth is an equity fund. This fund was started on 22 March, 2021. The fund is managed by Sonal Gupta. The fund could potentially beat inflation in the long-run.

Key Parameters

HSBC Global Equity Climate Change Fund of Fund Direct Growth has ₹57 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
The fund has an expense ratio 1.4.

Returns

HSBC Global Equity Climate Change Fund of Fund Direct Growth has given a CAGR return of 1.69% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.12% and 8.66% respectively.

Holdings

HSBC Global Equity Climate Change Fund of Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Tech, Consumer Cyclical, Basic Materials, Utilities, Health, Financial Services, Derivatives, Real Estate, Energy. Its top holdings are HSBC GIF Global Eq Climate Change 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 benefit
Dividends 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 Growth

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 Growth has no lock in period.

Fund Manager

Sonal Gupta

Fund Manager of HSBC Global Equity Climate Change Fund of Fund Direct Growth, since 2 December 2022

Learn more about HSBC Mutual Fund

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Compare HSBC Global Equity Climate Change Fund of Fund

HSBC Global Equity Climate Change Fund of Fund

Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Frequently Asked Questions for HSBC Global Equity Climate Change Fund of Fund Direct Growth

What is the current NAV of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

The current NAV of HSBC Global Equity Climate Change Fund of Fund Direct Growth is ₹10.72 as on 13-May-2025.

What are the average returns of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.

HSBC Global Equity Climate Change Fund of Fund Direct Growth	Absolute Returns	CAGR Returns
1 Month Returns	11.73%	11.73%
6 Month Returns	2.11%	2.11%
1 Year Returns	3.12%	3.12%
3 Years Returns	28.31%	8.66%

How do I invest in HSBC Global Equity Climate Change Fund of Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.

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What is the expense ratio of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

1.43% as on April 2025

What is net assets under management (AUM) of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

₹57 Cr as on April 2025

What are the top 3 sectors that this HSBC Global Equity Climate Change Fund of Fund Direct Growth has invested in?

Industrial(39.49%), Tech(26.44%), Consumer Cyclical(7.55%) as on April 2025

What is the alpha of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

The alpha ratio for the HSBC Global Equity Climate Change Fund of Fund Direct Growth for various period is as follows:

Fund Name	Alpha 1 Year	Alpha 3 Years	Alpha 5 Years
HSBC Global Equity Climate Change Fund of Fund Direct Growth	-	-	-

As on April 2025

The alpha for HSBC Global Equity Climate Change Fund of Fund Direct Growth is calculated against MSCI ACWI NR 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%.

What is the beta of HSBC Global Equity Climate Change Fund of Fund Direct Growth??

The Beta ratio for the HSBC Global Equity Climate Change Fund of Fund Direct Growth for various period is as follows:

Fund Name	Beta 1 Year	Beta 3 Years	Beta 5 Years
HSBC Global Equity Climate Change Fund of Fund Direct Growth	-	-	-

As on April 2025

The Beta for HSBC Global Equity Climate Change Fund of Fund Direct Growth is calculated with MSCI ACWI NR 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.

What is the sharpe ratio of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

The sharpe ratio for the HSBC Global Equity Climate Change Fund of Fund Direct Growth for various period is as follows:

Fund Name	Sharpe Ratio 1 Year	Sharpe Ratio 3 Years	Sharpe Ratio 5 Years
HSBC Global Equity Climate Change Fund of Fund Direct Growth	-0.34	-0.04	-

As on April 2025

The sharpe ratio for HSBC Global Equity Climate Change Fund of Fund Direct Growth is calculated with MSCI ACWI NR 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.

What is the standard deviation of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

The standard deviation for the HSBC Global Equity Climate Change Fund of Fund Direct Growth for various period is as follows:

Fund Name	Standard Deviation 1 Year	Standard Deviation 3 Years	Standard Deviation 5 Years
HSBC Global Equity Climate Change Fund of Fund Direct Growth	12.85	17.86	-

As on April 2025

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.

Who is the manager of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

Sonal Gupta is the fund manager of HSBC Global Equity Climate Change Fund of Fund Direct Growth

What is the exit load of HSBC Global Equity Climate Change Fund of Fund Direct Growth?

The Exit load of HSBC Global Equity Climate Change Fund of Fund Direct Growth is 1%