Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

HSBC Consumption Fund (Direct)

HSBC Mutual Fund · benchmark Nifty India Consumption TRI · 3.2 years old · AMFI code 152032

A+
Track-record rating: 1 of 14 in Thematic: Consumption

A+ (top 10% of its peer group), score 94.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months8.2%3.7%+4.5%7 / 25
1 year2.5%-3.9%+6.4%4 / 22
3 years (a year)15.7%12.8%+2.9%2 / 14
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.9%
Up capture, 3Y95
Down capture, 3Y77
Information ratio, 3Y0.36
Jensen's alpha, 3Y+2.9%
Beta, 3Y1.00
Sharpe, 3Y0.51

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Consumption Fund (Direct plan)?

₹15.85 on 5 Nov 2026 (Growth option).

What is the expense ratio of HSBC Consumption Fund (Direct)?

0.88% a year; the Regular plan's is 2.20%.

What return has HSBC Consumption Fund given over 3 years?

15.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.8% for the Nifty India Consumption total-return index.

How is HSBC Consumption Fund rated?

A+: 1 of 14 Direct plans in Thematic: Consumption, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.