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HSBC Global Emerging Markets Fund · Direct · Growth

HSBC Mutual Fund

NAV

₹39.8038

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹135 Cr

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+73.77%
3Y
+28.42%
5Y
+12.65%
Since Inception
+9.66%

SIP returns (XIRR)

1Y
+78.18%
3Y
+42.85%
5Y
+26.45%
Since Inception
+13.47%

Returns calculated from 24 January 2017 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹80,500

Invested

₹2,02,129

Value today

12.9%

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

₹16,469

Value today

9.3%

CAGR (p.a.)

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

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹8,05,000

Withdrawn

₹12,72,597

Corpus left

+₹10,77,597 net gain — withdrew ₹8,05,000 AND corpus grew

Plan your SWP with real NAV

₹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

₹21,23,867

Value today

+7.5%

vs lumpsum

STP beat direct lumpsum by 7.5% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,10,603

Value today

3.1×

Multiple

Staying invested through that crash turned ₹1L into ₹3,10,603 — a 3.1× return

Read: Staying invested through crashes

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:Respective Overseas Benchmark

Performance Comparison

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Fund Details

Fund HouseHSBC Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkRespective Overseas Benchmark
Launch Date03 Jan 2013
AMFI Code120043
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadExit Load: 1% upto 1 year from the date of allotment.

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

HSBC Global Emerging Markets Fund · Direct · Growth by HSBC Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

HSBC Global Emerging Markets Fund · Direct · Growth is a Fund of Funds (Overseas) mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 13 years. It manages assets worth ₹135 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark.

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