Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

HSBC Consumption Fund (Regular)

HSBC Mutual Fund · benchmark Nifty India Consumption TRI · 3.2 years old · AMFI code 152027

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

A+ (top 10% of its peer group), score 87.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months7.4%3.7%+3.7%8 / 26
1 year1.2%-3.9%+5.1%4 / 23
3 years (a year)14.2%12.8%+1.3%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, 3Y92
Down capture, 3Y80
Information ratio, 3Y0.19
Jensen's alpha, 3Y+1.3%
Beta, 3Y1.00
Sharpe, 3Y0.42

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 (Regular plan)?

₹15.18 on 5 Nov 2026 (Growth option).

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

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

What return has HSBC Consumption Fund given over 3 years?

14.2% a year (Regular 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 Regular 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.