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HSBC Consumption Fund - Regular Growth

Category: Equity: Thematic-Consumption Launch Date: 31-08-2023
AUM:

₹ 1,691.6 Cr

Expense Ratio

2.28%

Benchmark

NIFTY India Consumption TRI

ISIN

INF336L01RC6

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Anish Goenka, Mayank Chaturvedi

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Consumption Fund - Regular Growth -2.01 - -
Nifty India Consumption TRI -1.37 12.53 13.51
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
13.8308
Last change
-0.01 (-0.0607%)
Fund Size (AUM)
₹ 1,691.6 Cr
Performance
12.43% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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 Manager
Anish Goenka, Mayank Chaturvedi
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 5.96
Multi Commodity Exchange of India Ltd 5.95
ZOMATO LIMITED EQ 5.42
MARUTI SUZUKI INDIA LIMITED EQ 4.6
TITAN COMPANY LIMITED EQ NEW Re.1/- 4.05
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- 3.92
Varun Beverages Ltd 3.88
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 3.05
AMBER ENTERPRISES INDIA LIMITED EQ 2.97
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 2.73

Sector Allocation

Sector Holdings (%)
Fast Moving Consumer Goods 22.2
Consumer Durables 18.73
Consumer Services 16.49
Automobile and Auto Components 16.1
Financial Services 9.18
Telecommunication 5.96
Healthcare 3.49
Capital Goods 2.83
Realty 2.59
Services 0.62

Peer Comparison

Scheme Name 5Y (%)
HSBC Consumption Fund Reg Gr 0.0