HSBC Consumption Fund - Regular Growth
Category: Equity: Thematic-Consumption
Launch Date: 31-08-2023
AUM:
₹ 1,243.63 Cr
Expense Ratio
2.15%
Benchmark
NIFTY India Consumption TRI
ISIN
INF336L01RC6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
0
Fund Manager
Gautam Bhupal, Sonal Gupta, Anish Goenka
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Consumption Fund - Regular Growth | - | - | - |
| Nifty India Consumption TRI | 35.19 | 22.01 | 19.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.3999
Last change
0.01 (0.1169%)
Fund Size (AUM)
₹ 1,243.63 Cr
Performance
23.77% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Fund Manager
Gautam Bhupal, Sonal Gupta, Anish Goenka
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Varun Beverages Ltd. | 6.09 |
| Bharti Airtel Ltd. | 5.69 |
| Titan Company Ltd. | 4.51 |
| Global Health Ltd. | 4.47 |
| Avenue Supermarts Ltd. | 4.29 |
| Others | 3.44 |
| Hindustan Unilever Ltd. | 3.42 |
| PB Fintech Ltd. | 3.42 |
| Zomato Ltd. | 3.39 |
| Godrej Consumer Products Ltd. | 2.88 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 23.76 |
| Consumer Staples | 20.91 |
| Consumer Discretionary | 14.1 |
| Healthcare | 6.97 |
| Construction | 6.16 |
| Automobile | 6.01 |
| Communication | 5.69 |
| Capital Goods | 5.15 |
| Textiles | 4.05 |
| Others | 3.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Consumption Fund Reg Gr | 0.0 |
| ICICI Pru Bharat Consumption Gr | 18.78 |
| Nippon India Consumption Gr Gr | 23.67 |
| Mahindra Manulife Consumption Fund Reg Gr | 16.45 |
| Tata India Consumer Reg Gr | 18.8 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.25 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.51 |
| Mirae Asset Great Consumer Reg Gr | 20.14 |
| UTI India Consumer Reg Gr | 16.69 |
| Sundaram Consumption Reg Gr | 16.21 |