HSBC Consumption Fund - Direct IDCW
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
1Y
Fund-9.89%
Cat. Avg.N/A
2Y
Fund-4.97%
Cat. Avg.N/A
3Y
Fund11.08%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.41%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Limited | 97.80 | 5.92% |
| 2 | Eternal Limited | 93.01 | 5.63% |
| 3 | Multi Commodity Exchange of India Ltd. | 85.39 | 5.17% |
| 4 | Maruti Suzuki India Limited | 76.66 | 4.64% |
| 5 | Radico Khaitan Limited | 68.23 | 4.13% |
| 6 | Varun Beverages Limited | 67.53 | 4.09% |
| 7 | Titan Company Limited | 63.73 | 3.86% |
| 8 | Treps | 51.84 | 3.14% |
| 9 | Mahindra & Mahindra Limited | 50.77 | 3.07% |
| 10 | Amber Enterprises India Limited | 47.67 | 2.89% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57278 | -4.5% | -9.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.0% | -4.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.82 L. | +1.4% | +0.9% |
| SI | 07 Sep, 23 | 1.90 L. | 1.96 L. | +3.4% | +2.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90114 | -9.9% | -9.9% |
| 2Y | 16 Oct, 24 | 1 L. | 90316 | -9.7% | -5.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.37 L. | +37.1% | +11.1% |
| SI | 04 Sep, 23 | 1 L. | 1.40 L. | +40.1% | +11.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP 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.