Other Scheme - FoF OverseasHSBC Mutual Fund

HSBC Global Emerging Markets Fund - Growth

₹29.9881▲ 1.8577 (6.60%)

Scheme Type

Open Ended Schemes

NAV History

+58.50%

365 data points · Period: 1Y

Returns

CAGR

+8.66%

+2.32%

+6.60%

+70.59%

+21.80%

+7.74%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,850

+58.5%

3Y Ago

₹15,040

+50.4%

5Y Ago

₹19,470

+94.7%

Past performance ≠ future results

Fund Analytics

Score: 62.7 / 100

Performance

Total Returns

Simple return over period

+46.39%

CAGR

Compound annual growth rate

+46.39%

Growth of ₹10K

Hypothetical investment value

₹14,639

SIP XIRR

SIP internal rate of return

+50.94%

Risk

Volatility (Ann.)

Std deviation of returns

20.62%LOW

Max Drawdown

Worst peak-to-trough

-13.21%

Sharpe Ratio

Risk-adjusted return

1.96GOOD

Sortino Ratio

Downside risk-adjusted return

2.08GOOD

Benchmark

Beta

Market sensitivity

0.96DEF

Alpha

Excess return vs benchmark

+46.00%

Tracking Error

Deviation from benchmark

16.58%

Information Ratio

Alpha per unit tracking error

2.77

Treynor Ratio

Return per unit systematic risk

42.18

Capture

Upside Capture

Participation in market gains

117.18%

Downside Capture

Participation in market losses

57.57%

Rolling Returns

1Y Rolling CAGR

Avg 9.2% (-28.0% – 69.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+46.4%+0.1%

+46.0%

3Y+22.4%+12.2%

+12.5%

5Y+8.3%+11.0%

-0.8%

Beta

1Y: 0.963Y: 0.645Y: 0.62

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,48,408

Total Value

₹4,48,408

*Based on historical CAGR. Projections are illustrative, not guaranteed