HSBC Consumption Fund - Regular Growth
Fund House: HSBC Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 31-08-2023
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 1793.47 As on (28-11-2025)
Expense Ratio: 2.07% As on (28-11-2025)
Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.
NAV as on 26-12-2025
14.6909
-0.0422
CAGR Since Inception
18.01%
NIFTY India Consumption TRI 14.7%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Growth | -1.61 | - | - | - | 18.01 |
| Nifty India Consumption TRI | 9.61 | 19.15 | 17.31 | 14.4 | 14.7 |
| Equity: Thematic-Consumption | 0.98 | 16.36 | 16.81 | 14.44 | 10.26 |
Funds Manager
Anish Goenka, Sonal Gupta
RETURNS CALCULATORS for HSBC Consumption Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of HSBC Consumption Fund - Regular Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of HSBC Consumption Fund - Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| HSBC Consumption Fund Reg Gr | 31-08-2023 | -1.61 | 14.87 | 0.0 | 0.0 | 0.0 |
| BOI Consumption Fund Reg Gr | 20-12-2024 | 11.18 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 7.01 | 17.24 | 0.0 | 0.0 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | 4.22 | 11.61 | 15.32 | 16.21 | 15.07 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 3.84 | 10.85 | 17.39 | 18.24 | 15.82 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 3.8 | 12.51 | 16.38 | 17.26 | 16.06 |
| UTI India Consumer Reg Gr | 30-07-2007 | 3.63 | 12.58 | 15.38 | 13.92 | 11.96 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 3.33 | 10.38 | 17.27 | 17.2 | 0.0 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 2.7 | 11.19 | 15.72 | 18.48 | 12.99 |
| Mahindra Manulife Consumption Fund Reg Gr | 13-11-2018 | 1.31 | 11.61 | 15.96 | 15.81 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of HSBC Consumption Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Growth | - | - | - | - | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |