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Fund of Funds (Overseas)📊 Respective Overseas Benchmark(SEBI default)

HSBC Global Emerging Markets Fund · Regular · Growth

HSBC Mutual Fund

#5 of 51 (1Y)

NAV

₹33.8865

as of 31 Jul 2026

Expense Ratio

1.56%

AUM

₹310 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+52.83%
3Y
+24.48%
5Y
+11.59%
Since Inception
+6.85%

SIP returns (XIRR)

1Y
+44.57%
3Y
+35.00%
5Y
+22.61%
Since Inception
+9.97%

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 —.

What history actually did — last 5 years (Aug 2021 – Jul 2026)

A ₹5,000 monthly SIP for the last 5 years (Aug 2021 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹5,22,306 today ₹2,95,000 invested, 23.7% XIRR.

₹2,95,000

Invested

₹5,22,306

Value today

23.7%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 5 years (Aug 2021 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 5 years ago would be ₹1,69,742 today (11.2% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2021 would still hold ₹11,75,117.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 5 years (Aug 2021 – Jul 2026) (3 Jun 2024) would be ₹1,86,125 today (1.86×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

1.62

Sharpe Ratio

Alpha

Beta

1.46

Sortino

23.20%

Std Dev

-14.73%

Max Drawdown

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 Date24 Mar 2008
AMFI Code107988
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 · Regular · 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 · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹310 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark. The current expense ratio is 1.56%.

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
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