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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

HSBC Consumption Fund - Regular Growth

HSBC Mutual Fund

#152 of 213 (1Y)

₹13.8455

0.20 (-1.43%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹13.8455

0.20 (-1.43%)

29 May 2026

AMFI: 152027

Direct · Growth

₹₹14.3644

0.21 (-1.43%)

29 May 2026

AMFI: 152032

Regular · IDCW

₹₹13.8455

0.20 (-1.43%)

29 May 2026

AMFI: 152030

Direct · IDCW

₹₹14.3644

0.21 (-1.43%)

29 May 2026

AMFI: 152028

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.04%
1 Month-1.47%
3 Months-2.63%
6 Months-7.51%
1 Year-1.32%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2023)+12.41%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.83%
3 Year SIP
5 Year SIP
Since Inception (Aug 2023)+4.38%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹16,500

Invested

₹17,406

Value today

3.8%

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

₹6,923

Value today

12.6%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹7,41,506

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

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹12,522

Regular plan

₹12,347

Direct earns ₹175 more on a ₹12K investment0.73% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHSBC Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,676 Cr
Expense Ratio2.10%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY 500 TRI ✓
Launch Date10 Aug 2023
AMFI Code152027

Risk Metrics

Trailing 1 year, annualised

-0.49

Sharpe Ratio

-0.07

Alpha

0.52

Beta

-0.47

Sortino

16.91%

Std Dev

-19.16%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Bharti Airtel Limited

INE397D01024

5.96%

Multi Commodity Exchange of India Ltd.

INE745G01043

5.95%

Eternal Limited

INE758T01015

5.42%

Maruti Suzuki India Limited

INE585B01010

4.60%

Titan Company Limited

INE280A01028

4.05%

Radico Khaitan Limited

INE944F01028

3.92%

Varun Beverages Limited

INE200M01039

3.88%

Mahindra & Mahindra Limited

INE101A01026

3.05%

Amber Enterprises India Limited

INE371P01015

2.97%

TVS Motor Company Limited

INE494B01023

2.73%

Godrej Consumer Products Limited

INE102D01028

2.66%

Hindustan Unilever Limited

INE030A01027

2.54%

GLOBAL HEALTH LIMITED

INE474Q01031

2.54%

Britannia Industries Limited

INE216A01030

2.33%

Ather Energy Limited

INE0LEZ01016

2.14%

Dixon Technologies (India) Limited

INE935N01020

2.06%

SWIGGY LIMITED

INE00H001014

2.01%

BIKAJI FOODS INTERNATIONAL LIMITED

INE00E101023

1.96%

CCL Products (India) Limited

INE421D01022

1.95%

Avenue Supermarts Limited

INE192R01011

1.93%

KALYAN JEWELLERS INDIA LIMITED

INE303R01014

1.86%

Lemon Tree Hotels Limited

INE970X01018

1.83%

GLOBUS SPIRITS LIMITED

INE615I01010

1.80%

PB Fintech Limited

INE417T01026

1.72%

Sobha Limited

INE671H01015

1.59%

Voltas Limited

INE226A01021

1.46%

Devyani International Limited

INE872J01023

1.42%

Havells India Limited

INE176B01034

1.34%

Eicher Motors Limited

INE066A01021

1.32%

Kaynes Technology India Private Ltd

INE918Z01012

1.20%

Thangamayil Jewellery Limited

INE085J01014

1.17%

ELECTRONICS MART INDIA LIMITED

INE02YR01019

1.15%

CRAFTSMAN AUTOMATION LIMITED

INE00LO01017

1.14%

Endurance Technologies Limited

INE913H01037

1.12%

Ashok Leyland Limited

INE208A01029

1.10%

TBO Tek Limited

INE673O01025

1.03%

LG Electronics India Limited

INE324D01010

1.01%

DLF Limited

INE271C01023

1.00%

Jubilant Foodworks Limited

INE797F01020

0.97%

Krishna Institute of Medical Science Ltd

INE967H01025

0.95%

Hindustan Foods Ltd

INE254N01026

0.87%

METRO BRANDS LIMITED

INE317I01021

0.81%

Wakefit Innovations Limited

INE0E7301029

0.78%

Entero Healthcare Solutions Ltd

INE010601016

0.73%

SAFARI INDUSTRIES (INDIA) LIMITED

INE429E01023

0.68%

Motilal Oswal Financial Services

INE338I01027

0.65%

Awfis Space Solutions Limited

INE108V01019

0.62%

Nippon Life India Asset Management Ltd

INE298J01013

0.60%

Redtape Limited

INE0LXT01019

0.54%

MOLD-TEK PAKAGING LIMITED

INE893J01029

0.53%

Performance Comparison

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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