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Hsbc Consumption Fund - Direct Plan Growth

Equity | Thematic - Consumption

(NAV as of 28/05/2024)
12.65 (-0.99)

3Y Returns

NA

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.81%

Fund Size

1122 Cr

Inception Date

24-Aug-23

Fund Manager

Gautam Bhupal

Exit Load

Nil upto 10% of units and 1% for remaining units on or before 1%, Nil after 1Y.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

93.49%

Debt & Others

6.51%

Market Cap Allocation

Large Cap

42.20%

Mid Cap

16.28%

Small Cap

35.01%

Other Cap

6.51%

Sector Allocation

Consumer Durables

19.19%

Retailing

13.72%

Beverages

8.48%

Cash/Deposits/Margins/Treps/Repo/Swaps

6.53%

Health Care

6.38%

Top Ten Holdings

Treps

6.98%

Varun Beverages Ltd

5.84%

Bharti Airtel Ltd

5.58%

Titan Company Ltd

5.15%

Hindustan Unilever Ltd

4.22%

Investment 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 Benefit From Consumption And Consumption Related Activities. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Fund House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

9-11 Floors, NESCO IT Park, Building No.3,Western Exp Highway, Goregaon (E)Mumbai - 400 063

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.