HSBC Brazil Fund-Growth

Category: Fund of Funds-Overseas
Launch Date: 06-05-2011
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 2.57% As on ( 31-08-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 28.34 Cr As on ( 30-09-2019)
Turn over: 2.0
NAV as on 18-10-2019

8.7215

-0.02 ( -0.2396% )

CAGR Since Inception

-1.6%

S&P BSE India Bond Index 9.53%

PERFORMANCE of HSBC Brazil Fund-Growth

Scheme Performance (%) Data as on - 18-10-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Brazil Fund-Growth 4.54 6.33 0.53 - -1.6
S&P BSE India Bond Index 15.93 8.1 9.81 8.84 9.53
Fund of Funds-Overseas 2.25 7.53 5.2 4.95 5.36

Yearly Performance (%)

Fund Managers

Ranjithgopal K A

Mr. Ranjithgopal is BA in Economics and PGDBM (MBA). Prior to this, he was AVP - Institutional Sales in HSBC Global Asset Management. Has had exposure in both Institutional Sales & Retail Channel Management across Mumbai, Pune, Tamil Nadu & Kerala locations.

Investment Objective

The scheme seeks to provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investments Funds (HGIF) Brazil Equity Fund.

RETURNS CALCULATOR for HSBC Brazil Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HSBC Brazil Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Brazil Fund-Growth 33.53 -0.04 -4.12 1.53 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of HSBC Brazil Fund-Growth

Period
Data as on - 18-10-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Brazil Fund-Growth 06-05-2011 4.54 4.72 6.33 0.53 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 21.9 6.04 12.97 10.98 10.88
DSP World Gold Fund - Regular Plan - Growth 14-09-2007 21.55 4.4 0.6 4.86 -1.13
Kotak World Gold Fund - Standard Plan - Growth Option 06-06-2008 18.8 4.32 -1.18 0.0 0.0
Aditya Birla Sun Life Global Real Estate Fund - Retail Plan - Regular Plan - Growth Option 31-12-2007 11.27 9.03 6.06 5.61 8.83
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 5.78 3.93 10.35 6.09 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 5.75 1.22 5.3 2.95 6.06
PGIM India Global Equity Opportunities Fund - Growth 14-05-2010 4.21 10.99 12.45 4.41 0.0
HSBC Global Consumer Opportunities Fund - Growth 23-02-2015 3.34 5.95 11.41 0.0 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 2.74 15.19 16.1 13.4 0.0

PORTFOLIO ANALYSIS of HSBC Brazil Fund-Growth

Asset Allocation (%)

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