HSBC Consumption Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.76 %
Expense Ratio
Rating
1,377
Fund Size (in Cr)
11 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 38%
Category Average 35.9% 22.4% 21.1% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
76.85%
View all Holdings
Holdings Sector Instrument Asset
Varun Beverages FMCG Equity 6.05%
Bharti Airtel Telecomm-Service Equity 5.61%
Avenue Super. Retail Equity 3.97%
Titan Company Diamond, Gems and Jewellery Equity 3.87%
Global Health Healthcare Equity 3.65%
Dixon Technolog. Consumer Durables Equity 3.49%
Hind. Unilever FMCG Equity 3.43%
PB Fintech. IT - Software Equity 3.41%
Zomato Ltd E-Commerce/App based Aggregator Equity 3.18%
Multi Comm. Exc. Financial Services Equity 3.07%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 3%
Godrej Consumer FMCG Equity 2.93%
Bikaji Foods FMCG Equity 2.54%
Radico Khaitan Alcoholic Beverages Equity 2.52%
Havells India Consumer Durables Equity 2.42%
Rainbow Child. Healthcare Equity 2.37%
Trent Retail Equity 2.36%
Maruti Suzuki Automobile Equity 2.29%
Lemon Tree Hotel Hotels & Restaurants Equity 2.18%
TVS Motor Co. Automobile Equity 2.1%
DLF Realty Equity 2.07%
Amber Enterp. Consumer Durables Equity 2.06%
Phoenix Mills Realty Equity 1.99%
360 ONE Finance Equity 1.98%
Sobha Realty Equity 1.73%
Century Textiles Paper Equity 1.54%
Page Industries Readymade Garments/ Apparells Equity 1.53%
Voltas Consumer Durables Equity 1.52%
Chola Financial Finance Equity 1.41%
Sai Silks Retail Equity 1.38%
Devyani Intl. Quick Service Restaurant Equity 1.34%
CCL Products Plantation & Plantation Products Equity 1.25%
Bajaj Auto Automobile Equity 1.24%
Hindustan Foods FMCG Equity 1.16%
Electronics Mart Retail Equity 1.12%
PVR Inox Entertainment Equity 1.11%
Metro Brands Leather Equity 1.11%
Vedant Fashions Retail Equity 1.07%
Kajaria Ceramics Ceramic Products Equity 1.04%
Redtape Retail Equity 1%
Safari Inds. Plastic products Equity 0.97%
Credo Brands Retail Equity 0.85%
Gillette India FMCG Equity 0.84%
Jubilant Food. Quick Service Restaurant Equity 0.36%
Doms Industries Printing & Stationery Equity 0.19%
Consumer Durables
20.25%
Retailing
13.89%
Beverages
8.41%
Healthcare Services
6.32%
Automobiles
6.13%
Others
45%
View all Sectors
Sectors Asset
Consumer Durables 20.25%
Retailing 13.89%
Beverages 8.41%
Healthcare Services 6.32%
Automobiles 6.13%
Realty 6.09%
Telecom-Services 5.96%
Debt 4.57%
Capital Markets 4.25%
Leisure Services 4.06%
Personal Products 3.96%
Diversified FMCG 3.61%
Financial Technology (Fin 3.53%
Food Products 2.36%
Textiles & Apparels 1.58%
Paper, Forest & Jute Prod 1.5%
Agricultural Food & other 1.35%
Finance 1.18%
Entertainment 1.14%
Household Products 0.2%
Cash & Others -0.34%
Equity
96.33%
Reverse Repos
3.68%
Net Curr Ass/Net Receivables
-0.01%

Advance Ratio

3.65
Alpha
3.19
SD
0.79
Beta
2.15
Sharpe

Exit Load

Exit Load If units redeemed or switched out are upto 10% of the units purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Fund Objective

The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefit from consumption and consumption related activities. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Managers

Gautam Bhupal - Fund Manager

Mr Bhupal has a PGDBM, a CA, CS, and a B.Com (Hons). Before joining HSBC Mutual Fund, he formerly worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, and UTI Securities Ltd.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,16,991 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC Consumption Fund – Direct Growth ?

You can invest in HSBC Consumption Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Consumption Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Consumption Fund – Direct Growth ?

The NAV of HSBC Consumption Fund – Direct Growth is ₹13.7 as of 12 July 2024.

How to redeem HSBC Consumption Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Consumption Fund – Direct Growth?

The minimum SIP amount of HSBC Consumption Fund – Direct Growth is ₹500

What are the top sectors HSBC Consumption Fund – Direct Growth has invested in?

The top sectors HSBC Consumption Fund – Direct Growth has invested in are
  1. Consumer Durables - 20.25%
  2. Retailing - 13.89%
  3. Beverages - 8.41%
  4. Healthcare Services - 6.32%
  5. Automobiles - 6.13%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Consumption Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Consumption Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Consumption Fund – Direct Growth generated ?

The HSBC Consumption Fund – Direct Growth has delivered 38% since inception

What is the expense ratio of HSBC Consumption Fund – Direct Growth ?

The expense ratio of HSBC Consumption Fund – Direct Growth is 0.76 % as of 12 July 2024.

What is the AUM of HSBC Consumption Fund – Direct Growth?

The AUM of HSBC Consumption Fund – Direct Growth is ₹1,16,991 Cr as of 12 July 2024

What are the top stock holdings of HSBC Consumption Fund – Direct Growth?

The top stock holdings of HSBC Consumption Fund – Direct Growth are
  1. Varun Beverages - 6.05%
  2. Bharti Airtel - 5.61%
  3. Avenue Super. - 3.97%
  4. Titan Company - 3.87%
  5. Global Health - 3.65%

How can I redeem my investments in HSBC Consumption Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Consumption Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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