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

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

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

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

HSBC Consumption Fund - Direct Growth

HSBC Mutual Fund

Expense Ratio: 0.78

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty India Consumption TRI

Inception: 10-08-2023

Exit Load: Nil

Fund Size:₹1,792.34 Cr

Performance

Fund2.60%

Cat. Avg.N/A

Fund6.32%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund16.20%

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		97.80	5.92%
2	Eternal Limited	Equity	Listed	Large Cap	Retailing		93.01	5.63%
3	Multi Commodity Exchange of India Ltd.	Equity	Listed		Capital Markets		85.39	5.17%
4	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		76.66	4.64%
5	Radico Khaitan Limited	Equity	Listed	Mid Cap	Beverages		68.23	4.13%
6	Varun Beverages Limited	Equity	Listed	Large Cap	Beverages		67.53	4.09%
7	Titan Company Limited	Equity	Listed	Large Cap	Consumer Durables		63.73	3.86%
8	Treps	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.33%	51.84	3.14%
9	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles		50.77	3.07%
10	Amber Enterprises India Limited	Equity	Listed	Small Cap	Consumer Durables		47.67	2.89%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62695	+4.5%	+9.3%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.0%	+6.0%
SI	07 Sep, 23	1.75 L.	2.01 L.	+14.6%	+9.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.02 L.	+2.1%	N/A
2Y	22 Jul, 24	1 L.	1.13 L.	+12.6%	+6.1%
SI	04 Sep, 23	1 L.	1.54 L.	+54.0%	+16.2%

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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

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.