HSBC Global Equity Climate Change FoF Direct-IDCW

HSBC Global Equity Climate Change FoF Direct-IDCW: Mutual Fund Overview

HSBC Global Equity Climate Change FoF Direct-IDCW is an International mutual fund with over 4.97 years of performance history. The scheme manages an AUM of ₹54.39 Cr and has a NAV of ₹12.6398. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 23.86%.

Equity, International, Principal at very high risk

1 Year Return 23.86% at 12 Mar 2026 07:55 PM

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Fund Details

NAV 12.6398

Sub-Type International

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 4.97

Fund Size(in Crores) 54.39

Fund Performance

1 Month 0.73%

3 Month 8.88%

6 Month 10.88%

1 Year 23.86%

3 Year 11.39%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.22%) Market Cap Small Cap 21.41 Large Cap 66.35 Mid Cap 8.47 Top Sectors Financial 23.99 Automobile 11.29 Healthcare 10.61 Services 9.69 Capital Goods 8.68 Technology 7.2 Communication 5.04 Chemicals 4.97 Energy 4.46 Insurance 4.06 Consumer Staples 2.47 Consumer Discretionary 1.74 Materials 1.1 Construction 0.83 Textiles 0.09 Top Holding Advanced Enzyme Technologies 1.87 Indusind Bank 0.66 Havells India 1.02 Bharti Airtel 3.96 Avenue Supermarts 2.8 Inox Wind 2.66 Infosys 2.85 Rainbow Children's 1.03 Tata Chemicals 1.22 Deepak Nitrite 0.74 Kotak Mahindra Bank 0.7 NIIT Learning Sys 0.85 TVS Motor Company 5.79 LTIMindtree 0.39 TVS Motor Company - Pref. Shares 0.06 Schaeffler India 0.69 Tata Communications 1.08 Inox Green Energy Services 1.99 Ethos 1.01 ICICI Bank 7.12 SBI Life Insurance Company 2.7 Tech Mahindra 0.8 Interglobe Aviation 1.61 ICICI Prudential 0.23 Sundram Fasteners 1.1 Tata Consultancy 1.34 Matrimony.Com 0.37 Eternal 1.58 UTI Asset Mgmt 0.57 Ambuja Cements 1.1 ICICI Lombard Gen. Insurance 1.13 Chalet Hotels 1.46 HDFC Bank 6.53 Britannia Industries 1.43 Ganesha Ecosphere 0.09 FDC 1.68 Godrej Properties 0.83 Axis Bank 4.94 REC 1.68 Astrazeneca Pharma India 0.59 PI Industries 1.14 Maruti Suzuki India 4.29 Power Grid Corporation Of India 1.61 Divgi TorqTransfer Systems 1.15 Sun Pharmaceutical Industries 7.31 Hindustan Unilever 1.04 HCL Technologies 1.81 Reliance Industries 2.86 Rolex Rings 1.23 V-Guard Industries 1.74 State Bank of India 1.78

Debt & Others (3.78%) Sector Allocation Net Payables -0.09 Cash Margin 1.07 Repo 2.8 Debt Credit Ratings Debt Category Others 3.78

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-Growth Ret 1M -5.28% Ret 1Y 10.62% Ret 3Y 18.21% Ret 5Y 17.64%

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-IDCW Ret 1M -5.28% Ret 1Y 10.62% Ret 3Y 18.21% Ret 5Y 17.64%

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-IDCW Reinvestment Ret 1M -5.28% Ret 1Y 10.62% Ret 3Y 18.21% Ret 5Y 17.64%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-Growth Ret 1M -5.13% Ret 1Y 9.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-IDCW Payout Ret 1M -5.13% Ret 1Y 9.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-IDCW Reinvestment Ret 1M -5.13% Ret 1Y 9.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-Growth Ret 1M -5.62% Ret 1Y 4.92% Ret 3Y 15.39% Ret 5Y 16.25%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-IDCW Ret 1M -5.62% Ret 1Y 4.92% Ret 3Y 15.39% Ret 5Y 16.25%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-IDCW Payout Ret 1M -5.62% Ret 1Y 4.92% Ret 3Y 15.39% Ret 5Y 16.25%

Equity, Flexi Cap funds HDFC Dividend Yield Fund Regular - Growth Ret 1M -6.91% Ret 1Y 7.92% Ret 3Y 15.45% Ret 5Y 15.95%

Equity, Flexi Cap funds HDFC Dividend Yield Fund Regular-IDCW Payout Ret 1M -6.91% Ret 1Y 7.92% Ret 3Y 15.45% Ret 5Y 15.95%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.91%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Mahesh A Chhabria

Education Mr. Chhabria is a Commerce Graduate and has also pursued FCA and CFA.

Experience Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Sonal Gupta

Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering

Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC

Kapil Punjabi

Education Mr. Kapil Punjabi is MMS from Mumbai University.

Experience Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 15

Date of Incorporation 2021-03-22

Total AUM 137331.96

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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