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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

HSBC Consumption Fund · Regular · Growth

HSBC Mutual Fund

#146 of 213 (1Y)

NAV

₹14.2693

as of 17 Jun 2026

Expense Ratio

2.10%

AUM

₹1,676 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.27%
3Y
—
5Y
—
Since Inception
+13.56%

SIP returns (XIRR)

1Y
+0.60%
3Y
—
5Y
—
Since Inception
+6.36%

This fund trailed its benchmark

Top performers in Sectoral / Thematic by 5Y CAGR

#1

ICICI Prudential Infrastructure Fund · Regular · Growth

+24.32% (5Y)
#2

SBI PSU Fund · Regular · Growth

+23.77% (5Y)
#3

LIC MF Infrastructure Fund · Regular · Growth

+23.76% (5Y)
View all Sectoral / Thematic funds

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹17,000

Invested

₹17,471

Value today

2.0%

XIRR (p.a.)

₹500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹6,752

Value today

11.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,23,942

Value today

-10.7%

vs lumpsum

Direct lumpsum would have beaten STP by 10.7% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.47

Sharpe Ratio

-0.08

Alpha

0.56

Beta

-0.45

Sortino

17.11%

Std Dev

-18.95%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Compare with Similar Funds

Aditya Birla Sun Life Consumption Fund · Regular · Growth

3Y: +9.33%AUM: ₹6,120 Cr

ICICI Prudential Bharat Consumption Fund · Regular · Growth

3Y: +11.90%AUM: ₹3,051 Cr

SBI Consumption Opportunities Fund · Regular · Growth

3Y: +7.65%AUM: ₹2,940 Cr

Nippon India Consumption Fund · Regular · Growth

3Y: +10.27%AUM: ₹2,515 Cr

Sundaram Consumption Fund · Regular · Growth

3Y: +9.83%AUM: ₹1,448 Cr
Compare All Sectoral / Thematic FundsView all Sectoral / Thematic funds

Fund Details

Fund HouseHSBC Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date10 Aug 2023
AMFI Code152027
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadIf the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 90 days from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 90 days from the date of allotment – 1% If units are redeemed or switched out on or after 90 days from the date of allotment – Nil.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

HSBC Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

HSBC Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,676 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.10%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations