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HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

Category: Fund of Funds-Overseas
Launch Date: 17-03-2021
Asset Class:
Benchmark: MSCI All Country World TRI
Expense Ratio: 1.43% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 56.71 Cr As on (30-04-2025)
Turn over:
NAV (₹): 10.6025 ₹ -0.08 ( -0.7809%)
as on 22-05-2025
CAGR Since Inception - 1.37%
MSCI All Country World TRI - 12.02%

Fund Managers

FM 1 - Sonal Gupta FM 2 - Mahesh Chhabria


Investment Objective

The scheme seeks 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.

PERFORMANCE of HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

Scheme Performance (%) Data as on - 23-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth 3.22 8.84 - - 1.37
Benchmark - - - - -
Fund of Funds-Overseas 11.2 14.27 12.11 7.02 9.04

RETURNS CALCULATOR for HSBC Global Equity Climate Change Fund of Fund - Regular - 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.

Key Performance and Risk Statistics of HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth 19.21 -0.18 - - - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Global Equity Climate Change FOF Reg Gr 17-03-2021 3.22 6.91 8.84 0.0 0.0
DSP World Gold Fund of Fund Reg Gr 14-09-2007 44.69 26.93 20.02 8.46 10.63
Mirae Asset NYSE FANG and ETF FOF Reg Gr 10-05-2021 41.22 55.65 50.89 0.0 0.0
Invesco India Invesco Global Consumer Trends FOF Gr 05-12-2020 24.96 19.32 13.62 0.0 0.0
Edelweiss Europe Dynamic Equity Offshore Fund Gr Reg 31-01-2014 20.45 18.66 19.45 17.98 8.13
Mirae Asset Global X Artificial Intelligence & Technology ETF FOF Reg Gr 29-09-2022 20.43 28.06 0.0 0.0 0.0
Edelweiss Asean Equity Off Shore Fund Reg Gr 01-07-2011 18.54 8.92 8.38 11.04 5.68
Navi NASDAQ 100 Fund of Fund Reg Gr 05-03-2022 16.61 25.86 25.41 0.0 0.0
Edelweiss US Technology Equity FOF Reg Gr 05-03-2020 16.25 28.14 25.7 17.82 0.0
Kotak NASDAQ 100 FOF Reg Gr 02-02-2021 16.14 25.39 25.19 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)