otherHigh risk

HSBC Global Consumer Opportunities Fund - Growth Direct

A specialised fund. Check the scheme details for what it invests in. From HSBC Mutual Fund. It's been running since 27 Feb 2015.

Latest price per unit

₹19.025

▼ 2.21% today

As of 11 May 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.36 L

▲ ₹36.4k gain · 36.4% / year

Invested 3 years ago

₹1.41 L

▲ ₹40.6k gain · 12.0% / year

Invested 5 years ago

₹2.03 L

▲ ₹1.03 L gain · 15.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

18.1%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-28.74%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year36.41%

CAGR — 3 years12.02%

CAGR — 5 years15.16%

CAGR — since launch11.00%

Volatility — 1 year (annualised)16.39%

Volatility — 3 years (annualised)18.15%

Max drawdown — 1 year-6.96%

Max drawdown — 3 years-28.74%

Sharpe ratio — 1 year (rf=6%)1.66

Sharpe ratio — 3 years (rf=6%)0.35

Fund info

Fund house: HSBC Mutual Fund
Category: Other Scheme - FoF Overseas
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 133714
First price on record: 27 Feb 2015 · 1,411 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.