How to check the XIRR of HSBC Consumption Fund - Regular Growth?

You can track the exact XIRR and portfolio overlapping of HSBC Consumption Fund - Regular Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HSBC Consumption Fund - Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare HSBC Consumption Fund - Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

HSBC Consumption Fund - Regular Growth

HSBC Mutual Fund

Expense Ratio: 2.07

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty India Consumption TRI

Inception: 10-08-2023

Exit Load: Nil

Fund Size:₹1,792.34 Cr

Performance

Fund0.63%

Cat. Avg.N/A

Fund3.89%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund14.67%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		190.61	6.37%
2	Multi Commodity Exchange of India Ltd.	Equity	Listed		Capital Markets		185.90	6.21%
3	Eternal Limited	Equity	Listed	Large Cap	Retailing		169.98	5.68%
4	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		136.35	4.56%
5	Titan Company Limited	Equity	Listed	Large Cap	Consumer Durables		123.60	4.13%
6	Radico Khaitan Limited	Equity	Listed	Mid Cap	Beverages		101.96	3.41%
7	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles		98.51	3.29%
8	Varun Beverages Limited	Equity	Listed	Large Cap	Beverages		98.25	3.28%
9	Treps	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.06%	92.12	3.08%
10	Godrej Consumer Products Limited	Equity	Listed	Large Cap	Personal Products		82.90	2.77%

Similar Funds

UTI BSE Sensex ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹860.08₹55,126.55 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Fund Details

UTI BSE Sensex ETF

NAV / Fund Size₹860.08₹55,126.55 Cr

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Kotak-Small Cap Fund - Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 1.66

NAV / Fund Size

₹269.35₹17,349.01 Cr

Incep: 30-12-2004

Small Cap FundVery High RiskEquity

-0.08%

0.52%

12.63%

13.09%

13.63%

Fund Details

Kotak-Small Cap Fund - Growth

NAV / Fund Size₹269.35₹17,349.01 Cr

Small Cap FundVery High RiskEquity

-0.08%

0.52%

12.63%

13.09%

13.63%

HSBC Liquid Fund - Regular Growth

HSBC Mutual Fund

Expense Ratio: 0.22

NAV / Fund Size

₹2,775.49₹17,006.09 Cr

Incep: 14-11-2002

Liquid FundLow to Moderate RiskDebt

6.25%

6.68%

6.88%

6.16%

6.75%

Fund Details

HSBC Liquid Fund - Regular Growth

NAV / Fund Size₹2,775.49₹17,006.09 Cr

Liquid FundLow to Moderate RiskDebt

6.25%

6.68%

6.88%

6.16%

6.75%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62205	+3.7%	+7.8%
2Y	07 Aug, 24	1.20 L.	1.25 L.	+4.5%	+4.5%
SI	07 Sep, 23	1.75 L.	1.96 L.	+12.1%	+8.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.01 L.	+0.6%	+0.6%
2Y	15 Jul, 24	1 L.	1.08 L.	+7.9%	+3.9%
SI	04 Sep, 23	1 L.	1.48 L.	+48.0%	+14.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

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₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.