Suitability:
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -33.36 | 6.71 | 13.42 | 22.50 | -22.69 | -25.01 | -20.99 | 0.48 | 0.63 | -4.65 | -- |
| S&P BSE 500 TRI | -16.41 | 0.81 | 8.06 | 2.43 | -11.58 | -15.27 | -15.96 | 0.58 | 5.52 | 9.83 | -- |
As on 03-Jun-2020
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 20.41 (01-Oct-2018 - 09-Oct-2018) | -34.01 (05-Mar-2020 - 12-Mar-2020) |
| Month | 31.83 (19-Feb-2016 - 22-Mar-2016) | -49.22 (20-Feb-2020 - 23-Mar-2020) |
| Quarter | 54.53 (20-Jan-2016 - 20-Apr-2016) | -52.63 (23-Dec-2019 - 23-Mar-2020) |
| Year | 101.06 (21-Jan-2016 - 20-Jan-2017) | -54.11 (24-Sep-2014 - 24-Sep-2015) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 1.60 | 35.30 | -0.11 | -0.14 | -- | -- |
| S&P BSE 500 TRI | 1.56 | 21.09 | -0.18 | -0.20 | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-May-2020
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
HSBC GIF Global Brazil Markets Equity | Financial | -- | 100.23 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2020
— Priyankar Sarkar since 23-Jul-2019
Education: Mr. Sarkar has done B. Eng (Hons), Electrical Engineering and Electronics, MBA (Finance)
Experience: Prior to joining HSBC Mutual Fund he has worked with Motilal Oswal Asset Management Company Ltd, The D. E. Shaw Group.
Funds Managed:
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The scheme seeks to provide long term capital appreciation by investing predominantly in units / shares of HSBC Global Investments Funds (HGIF) Brazil Equity Fund.
| Minimum Investment (₹) | 5,000 |
| Minimum Addl Investment (₹) | 1,000 |
| Minimum SIP Investment (₹) | 500 |
| Minimum No of Cheques | 12 |
| Minimum Withdrawal (₹) | 1,000 |
| Minimum Balance (₹) | -- |
| Exit Load | 1% for redemption within 365 days |
| Fund House: | HSBC Mutual Fund |
| Launch Date: | 06-May-2011 |
| Return Since Launch: | -4.28% |
| Benchmark: | MSCI Brazil 10/40 TRI |
| Riskometer: | High |
| Type: | Open-ended |
| Assets: | ₹ 13 Cr (As on 30-Apr-2020) |
| Expense: | 2.38% (As on 30-Apr-2020) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
AMC: HSBC Global Asset Management Company (India) Private Limited
Address: The Hongkong and Shanghai Banking Corp. Ltd. 16, V. N. Road, Fort, Mumbai - 400001
Phone: 022-66145000 / 66668819 / 1800-200-2434
Fax: 022-40029600
Email: [email protected]
Website: www.assetmanagement.hsbc.co.in
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Fax: 044-30407101
Email: [email protected]
Website: www.camsonline.com
Friday, 12-Jun-2020
12:30 PM - 01:00 PM