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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.71 | 79.67 | 2.33 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.46 | 66.54 | 1.66 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty India Consumption - TRI |
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Consumption Fund(IDCW Payout) | 40.27% | — | 40.13% |
Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 15.82% | 9.14% | 10.14% |
Axis Consumption Fund(IDCW) | — | — | — |
Mirae Asset Great Consumer Fund(IDCW) | 15.05% | 10.89% | 15.03% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.43 %
Holdings
4.96 %
Holdings
4.16 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,295.29 Cr.
Gautam Bhupal
AUM: ₹37,066.54 Cr.
|
Exp: —
Anish Goenka
AUM: ₹1,601.47 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%