Comprehensive analysis of HSBC Global Equity Climate Change FoF (IDCW) (41897) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Asset Management (India) Pvt. Ltd
To provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds - Global Equity Climate Change (HGECC). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of overnight / liquid mutual fund schemes, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Moderate Expenses
Balanced Mix
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Fund management costs
Risk-adjusted returns
Historical performance consistency
Market exposure level
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| HSBC GIFGlobal Equity Climate Change | Debt Others | 97.70% |
| HSBC GIFGlobal Equity Climate Change | Debt Others | 95.86% |
| TREPS | Debt Others | 3.74% |
| TREPS | Debt Others | 2.35% |
| Net CA & Others | Debt Others | 1.79% |
| Net CA & Others | Debt Others | -1.44% |
Compare against FoFs Overseas category average
This comparison shows how the fund performs relative to the FoFs Overseas category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in FoFs Overseas category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) | ₹84.68 | 4.78% | 13.81% | 23.84% |
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir(IDCW) | ₹84.68 | 4.78% | 13.81% | 23.84% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (G) | ₹74.97 | 4.29% | 12.76% | 22.65% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (IDCW) | ₹74.97 | 4.29% | 12.76% | 22.65% |
| DSP US Flexible Equity Fund of Fund - Dir (G) | ₹69.44 | 12.21% | 17.41% | 20.40% |
| DSP US Flexible Equity Fund of Fund - Reg (G) | ₹63.37 | 11.75% | 16.43% | 19.38% |
| DSP US Flexible Equity Fund of Fund - Dir (IDCW) | ₹58.11 | 11.98% | 17.18% | 22.05% |
| PGIM India Global Equity Opportunities Fund of Fund - Dir (G) | ₹49.26 | 2.11% | 6.34% | 22.57% |
| Edelweiss Greater China Equity Off-Shore Fund-Dir (G) | ₹47.10 | 10.50% | 21.07% | 3.07% |
| PGIM India Global Equity Opportunities Fund of Fund (G) | ₹43.55 | 1.63% | 5.34% | 21.40% |
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