HSBC Global Equity Climate Change Fund Of Fund - Regular - Growth
Expense Ratio: 1.44
Risk: Very High
Other Scheme - FoF Overseas
Plan: Regular
Benchmark: MSCI AC World TRI
Inception: 03-03-2021
Exit Load: Nil
Fund Size:₹51.42 Cr
Performance
1Y
Fund21.17%
Cat. Avg.18.65%
2Y
Fund9.63%
Cat. Avg.20.66%
3Y
Fund10.72%
Cat. Avg.23.10%
5Y
FundN/A
Cat. Avg.11.44%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund3.62%
Cat. Avg.12.37%
Fund Facts
Manager(s)
Std Dev
13.71%
Beta
1.03
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HSBC GIF Global Equity Climate Change F | 52.25 | 97.94% |
| 2 | Treps | 1.25 | 2.33% |
| 3 | Net Current Assets (including cash & bank balances) | -0.15 | -0.28% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Apr, 25 | 60000 | 65358 | +8.9% | +18.3% |
| 2Y | 08 Apr, 24 | 1.20 L. | 1.36 L. | +13.4% | +13.0% |
| 3Y | 11 Apr, 23 | 1.80 L. | 2.15 L. | +19.3% | +12.1% |
| SI | 07 Apr, 21 | 3 L. | 3.68 L. | +22.7% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 25 Mar, 25 | 1 L. | 1.21 L. | +21.2% | +21.2% |
| 2Y | 26 Mar, 24 | 1 L. | 1.21 L. | +21.0% | +10.0% |
| 3Y | 27 Mar, 23 | 1 L. | 1.34 L. | +34.0% | +10.3% |
| SI | 30 Mar, 21 | 1 L. | 1.19 L. | +19.4% | +3.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.