HSBC Consumption Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.4%
Sharpe Ratio0.12
Beta1.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices6.75%
Multi Commodity Exchange of India LtdFinancial Services6.05%
Eternal LtdConsumers5.16%
PB Fintech LtdFinancial Services3.85%
Varun Beverages LtdConsumers3.67%
Titan Co LtdConsumers3.62%
Radico Khaitan LtdConsumers3.19%
TrepsUtilities3.12%
Godrej Consumer Products LtdConsumers3.11%
Dixon Technologies (India) LtdTechnology2.93%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.11%
Regulatory & Tax Information
INF336L01RD4
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)