HSBC Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ETERNAL LTD with a portfolio weight of 6.37% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 41.82% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.45% | -0.11% |
| 2 Year Return | 56.07% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.64% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
6.37%
|
|
| 2 | Communication Services |
5.98%
|
|
| 3 | Consumer Staples |
4.78%
|
|
| 4 | Consumer Discretionary |
4.72%
|
|
| 5 | Consumer Discretionary |
4.33%
|
|
| 6 | Consumer Discretionary |
3.23%
|
|
| 7 | Consumer Discretionary |
3.22%
|
|
| 8 | Non-Alcoholic Beverages |
3.21%
|
|
| 9 | Hospitals & Medical Services |
3.07%
|
|
| 10 |
2.91%
|
||
| 11 | Auto Ancl - Batteries |
2.77%
|
|
| 12 | Gems, Jewellery & Precious Metals |
2.65%
|
AMC: HSBC
Category: Equity โข Sectoral/Thematic
Launch Date: 10 Aug 2023
Fund Manager: Mr. Anish Goenka
Minimum Purchase: โน5,000
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (ยthe limitย) within 90 days from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 90 days from the date of allotment - 1% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Consumption Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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