HSBC Consumption IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Consumption IDCW Reinvest Direct Plan

NAV
₹15.5171
-0.01%
(3 Jan)
AUM
1,601 Cr
TER
0.71%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+37.2%
+27.9%
+25.6%
+25.6%
+25.6%
3Y
NA
+35.1%
+37.0%
+37.0%
+37.0%
5Y
NA
+28.0%
+25.1%
+25.1%
+25.1%
ALL
+38.8%
+17.2%
+12.3%
+12.3%
+12.3%
VOL
12.7%
20.0%
20.3%
20.3%
20.3%
TER
0.7%
0.8%
0.7%
0.7%
0.7%
AUM
₹1,601 Cr
₹1,345 Cr
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
INFO
3.06
0.86
0.61
0.61
0.61
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Consumption IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Bharti Airtel Ltd
5.4%
Varun Beverages Ltd
5.0%
Multi Commodity Exchange of India Ltd
4.2%
PB Fintech Ltd
4.0%
Dixon Technologies (India) Ltd
4.0%
Zomato Ltd
3.8%
Treps
3.7%
Kalyan Jewellers India Ltd
3.4%
Titan Co Ltd
3.2%
Radico Khaitan Ltd
3.0%
Top industry exposure
Consumer Cyclical
33.3%
Consumer Defensive
22.8%
Financial Services
10.5%
Communication Services
6.5%
Healthcare
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
5%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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 benefi t 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(s)
Gautam Bhupal
Sonal Gupta
Anish Goenka

FAQs