HSBC Global Equity Climate Change FoF - Direct Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

₹12.4095 -0.26%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of HSBC Global Equity Climate Change FoF - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of HSBC Global Equity Climate Change FoF - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
HSBC Global Equity Climate Change FoF - Direct Plan
Unrated
unlock fund advisor
Very High
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0.91
Unrated
unlock fund advisor
Very High
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0.22
Unrated
unlock fund advisor
Very High
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0.60
Unrated
unlock fund advisor
Very High
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0.24
Unrated
unlock fund advisor
Very High
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0.73

Other details of HSBC Global Equity Climate Change FoF - Direct Plan

Assets

info

₹54 Cr

Exit Load (Days)

info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

About HSBC Global Equity Climate Change FoF - Direct Plan

HSBC Global Equity Climate Change FoF - Direct Plan is a equity mutual fund scheme of HSBC Mutual Fund. Launched on March 22, 2021, it is currently managed by Mahesh A Chhabria and Sonal Gupta. The fund has an expense ratio of 0.91% with an overall AUM (Assets Under Management) of ₹54 Cr.

HSBC Global Equity Climate Change FoF - Direct Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

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.

Suitability

International funds are suitable for investors:

  • Seeking exposure in shares of foreign companies for diversification
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP
  • Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 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.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • 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 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for HSBC Global Equity Climate Change FoF - Direct Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HSBC Global Equity Climate Change FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HSBC Global Equity Climate Change FoF - Direct Plan can be bought from the HSBC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of HSBC Global Equity Climate Change FoF - Direct Plan, is ₹12.4095 as of 20-Mar-2026.

Company Percentage of Portfolio

HSBC Global Investment Funds - Global Climate Change JC Forgn.MF-

95.91
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Over the past five years, HSBC Global Equity Climate Change FoF - Direct Plan has delivered an annualised return of --% as of 20-Mar-2026.

The minimum investment required to start investing in HSBC Global Equity Climate Change FoF - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.