"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from 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 in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for 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:
|S&P BSE 500 TRI||--||-0.58||-2.33||2.74||12.89||27.71||--||--||--||--||--|
As on 22-Oct-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|HSBC Global Equity Climate Change FoF - Regular Plan | Invest Online||Mar-21||--||--||--||2.13%||594|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||34.66||30.58||28.68||0.56%||5,152|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||29.89||26.38||24.31||1.61%||3,838|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online||Nov-18||32.87||--||--||0.50%||3,623|
|Motilal Oswal S&P 500 Index Fund - Regular Plan | Invest Online||Apr-20||33.40||--||--||1.06%||2,145|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||4.34||12-Oct-2021 - 19-Oct-2021||-4.78||23-Sep-2021 - 30-Sep-2021|
|Month||6.53||19-Jul-2021 - 18-Aug-2021||-8.01||03-Sep-2021 - 04-Oct-2021|
|Quarter||12.04||12-May-2021 - 11-Aug-2021||-3.03||07-Jul-2021 - 06-Oct-2021|
|S&P BSE 500 TRI*||20.70||22.02||0.76||0.86||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Sep-2021
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|HSBC GIF - Global Equity Climate Change JC||Financial||--||98.34|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Sep-2021
Education: Mr. Aswin Kumar is a PGDM from IIM, Lucknow and a B.Tech from IIT, Madras
Experience: Prior to joining HSBC, he has worked as a Manager, Ratings at CRISIL Ltd.
Education: Mr. Kapil Punjabi is MMS from Mumbai University.
Experience: Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
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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.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||1% for redemption within 365 days|
|Fund House:||HSBC Mutual Fund|
|Return Since Launch:||8.02%|
|Benchmark:||MSCI All Country World TRI|
|Assets:||₹ 594 Cr (As on 30-Sep-2021)|
|Expense:||2.13% (As on 30-Sep-2021)|
AMC: HSBC Global Asset Management Company (India) Private Limited
Address: 9-11th Floor, NESCO - IT Park Bldg. 3, Nesco Complex, Western Express Highway, Goregaon East, Mumbai - 400063
Phone: 022-66145000 / 66668819 / 1800-200-2434
Email: [email protected]
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
Email: [email protected]