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HSBC Global Equity Climate Change FoF - Regular Plan download report

Equity: International

1 Lakh

Investment declined to
₹ 0.77 Lakh

₹ 10000

Monthly SIP Declined to
₹ 0.95 Lakh


"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:

Capital gains

  • If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.
  • If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.


  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
HSBC Global Equity Climate Change FoF Reg-G -27.41 0.71 -1.63 -7.78 -16.61 -27.41 -23.46 -- -- -- --
S&P BSE 500 TRI -9.70 0.07 0.58 -4.72 -10.64 -9.70 0.88 -- -- -- --

As on 01-Jul-2022

Peer Comparison

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 -23.46 -- -- 2.11% 464
Motilal Oswal NASDAQ 100 Exchange Traded Fund
Mar-11 -15.97 19.79 19.71 0.58% 5,262
Motilal Oswal Nasdaq 100 FOF - Regular Plan
Nov-18 -17.53 18.44 -- 0.50% 3,601
Franklin India Feeder Franklin US Opportunities Fund  | Invest Online Now
Feb-12 -27.99 8.95 12.99 1.50% 3,116
Motilal Oswal S&P 500 Index Fund - Regular Plan
Apr-20 -6.92 -- -- 1.07% 2,567

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 6.41 15-Mar-2022 - 22-Mar-2022 -10.19 07-Jun-2022 - 14-Jun-2022
Month 7.77 01-Oct-2021 - 02-Nov-2021 -13.89 29-Dec-2021 - 28-Jan-2022
Quarter 12.04 12-May-2021 - 11-Aug-2021 -19.47 07-Dec-2021 - 08-Mar-2022
Year -4.48 30-Mar-2021 - 30-Mar-2022 -24.19 16-Jun-2021 - 16-Jun-2022

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
HSBC Global Equity Climate Change FoF Reg-G -- -- -- -- -- --
S&P BSE 500 TRI* 15.01 22.33 0.52 0.58 -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on

* As on 30-Jun-2022

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
down HSBC GIF - Global Equity Climate Change JC Financial -- 99.62

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 31-May-2022

Fund Manager

— B. Aswin Kumar since 07-Oct-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.

Funds Managed:

— Kapil Punjabi since 03-Mar-2021

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.

Funds Managed:


Change from previous, NAV as on 01-Jul-2022

Growth: ₹ 7.8939

IDCW: ₹ 7.8939

Investment Strategy

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.

Investment Details

Min. Investment (₹) 5,000
Min. Addl Investment (₹) 1,000
Min. SIP Investment (₹) 500
Min. No of Cheques 12
Min. Withdrawal (₹) 1,000
Min. Balance (₹) --
Lock-in Period Not Applicable
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: HSBC Mutual Fund
Launch Date: 17-Mar-2021
Return Since Launch: -16.75%
Benchmark: MSCI All Country World TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 464 Cr (As on 31-May-2022)
Expense: 2.11% (As on 31-May-2022)
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: HSBC Global Asset Management Company (India) Private Limited

Address: 9-11th Floor, NESCO - IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai - 400063

Fax: 022-40029600

Website: http://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

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