HSBC Brazil Fund-Growth

Category: Fund of Funds-Overseas
Launch Date: 06-05-2011
Asset Class: Equity
Benchmark: MSCI Brazil 10/40
Expense Ratio: 2.53% As on ( 31-08-2018)
Status: Open Ended Schemes(Other Scheme - FoF Overseas) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 19.35 Cr As on ( 31-08-2018)
Turn over: 2.0
NAV as on 16-10-2018

8.3755

0.14 ( 1.6465% )

CAGR Since Inception

-2.35%

PERFORMANCE of HSBC Brazil Fund-Growth

Scheme Performance (%) Data as on - 17-10-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Brazil Fund-Growth 5.13 22.36 -3.39 - -2.35
Benchmark - - - - -
Fund of Funds-Overseas 7.71 9.13 4.44 7.76 6.06

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.

Riskometer

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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 - 17-10-2018
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 5.13 8.49 22.36 -3.39 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Dividend 06-02-2012 30.21 23.8 15.37 14.31 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 30.21 23.8 15.37 14.31 0.0
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 22.84 21.61 15.52 13.67 0.0
Kotak US Equity Fund - Standard Plan - Growth option 13-12-2013 21.58 19.21 14.68 0.0 0.0
Kotak US Equity Fund - Standard Plan - Dividend option 13-12-2013 21.55 19.21 14.68 0.0 0.0
DSP US Flexible Equity Fund - Regular Plan - Dividend Option 03-08-2012 20.3 20.35 14.07 11.6 0.0
DHFL Pramerica Global Agribusiness Fund - Growth 14-05-2010 18.37 16.42 7.55 2.94 0.0
DHFL Pramerica Global Agribusiness Fund - Dividend 14-05-2010 18.33 16.4 7.56 2.59 0.0
DSP World Energy Fund - Regular Plan - Dividend 14-08-2009 16.14 8.04 6.59 -0.1 0.0

PORTFOLIO ANALYSIS of HSBC Brazil Fund-Growth

Asset Allocation (%)

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