MF Gyan
otherHigh risk12 years oldAccelerating recently (last 6m ≈ 30% p.a.)

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.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.37 L
Gain / loss+₹57.4k
XIRR (annualised)19.57%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.46 L
Projected gain*+₹66.3k
*at this fund's historical rate of 19.57% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 65 other funds in Other Scheme - FoF Overseas

Same plan
1-year return
36.41%median 19.88% (+16.53%)
Rank #8 of 66Beats 89% of peers
3-year return
12.02%median 18.24% (-6.22%)
Rank #41 of 66Beats 27% of peers
5-year return
15.16%median 11.68% (+3.48%)
Rank #12 of 66Beats 74% of peers
Bumpiness (3Y)
18.15%median 18.00% (+0.15%)
Rank #34 of 66Less risky than 49% of peers
Worst-ever drop
-28.74%median -29.12% (+0.38%)
Rank #34 of 66Less risky than 49% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

-5%
2015
+9%
2016
+24%
2017
-7%
2018
+34%
2019
+15%
2020
+7%
2021
Best year
2019 · 33.93%
Worst year
2018 · -7.18%

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.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HSBC Global Consumer Opportunities Fund - Growth Direct against other other funds.

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

About HSBC Global Consumer Opportunities Fund - Growth Direct

HSBC Global Consumer Opportunities Fund - Growth Direct is a Other Scheme - FoF Overseas offered by HSBC Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of HSBC Global Consumer Opportunities Fund - Growth Direct is ₹19.0250 (as of 11 May 2021). Historically, it has delivered 36.38% over the last year, 12.02% CAGR over 3 years, 15.16% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 18.1% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 28.7%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HSBC Global Consumer Opportunities Fund - Growth Direct?+

The latest NAV of HSBC Global Consumer Opportunities Fund - Growth Direct is ₹19.0250 as of 11 May 2021, down 2.21% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HSBC Global Consumer Opportunities Fund - Growth Direct?+

HSBC Global Consumer Opportunities Fund - Growth Direct has delivered 1-year return 36.38%, 3-year CAGR 12.02%, 5-year CAGR 15.16%, since-inception CAGR 11.00%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HSBC Global Consumer Opportunities Fund - Growth Direct belong to?+

HSBC Global Consumer Opportunities Fund - Growth Direct is categorised as Other Scheme - FoF Overseas. A specialised fund. Check the scheme details for what it invests in.

How risky is HSBC Global Consumer Opportunities Fund - Growth Direct?+

Based on its 3-year annualised volatility of 18.1%, HSBC Global Consumer Opportunities Fund - Growth Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HSBC Global Consumer Opportunities Fund - Growth Direct a direct plan?+

HSBC Global Consumer Opportunities Fund - Growth Direct is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HSBC Global Consumer Opportunities Fund - Growth Direct?+

HSBC Global Consumer Opportunities Fund - Growth Direct has NAV history available from 27 Feb 2015 — approximately 12 years of track record and 1,411 daily NAV observations.

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.