HSBC Consumption IDCW-R
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.3%
Sharpe Ratio-0.12
Beta1.09
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
Eternal LtdConsumers7.00%
Radico Khaitan LtdConsumers4.99%
Bharti Airtel LtdServices4.50%
Titan Co LtdConsumers4.23%
Maruti Suzuki India LtdConsumers4.12%
Milky Mist Dairy Food LtdConsumers3.37%
Varun Beverages LtdConsumers3.25%
Ather Energy LtdConsumers3.25%
TVS Motor Co LtdConsumers3.19%
Global Health LtdServices3.09%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
MC
Mayank Chaturvedi
Mr. Mayank Chaturvedi has experience of 7 years. Manages 130 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹26,791 Cr Holds a B.Com degree.
10 years
Combined Team Experience
₹ 26,791 Cr
Assets Under Management
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.19%
Regulatory & Tax Information
INF336L01RE2
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)