HSBC Global Equity Climate Change Fund of Fund

1–7 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation14.6%
Sharpe Ratio0.17

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services2.87%
Technology26.72%
Consumers7.47%
Utilities5.58%
Financial Services2.77%
Energy & Infra3.85%
Capital Goods50.74%

Geographic Allocation

International100.00004%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
HSBC GIF Global Eq Climate Change JCUtilities97.70%
TrepsUtilities3.74%
Net Current Assets (Including Cash & Bank Balances)Utilities-1.44%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.44%
Exit Load1

iconRegulatory & Tax Information

INF336L01PY4
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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