Investment Objective - To provide long term capital appreciation by investing predominantly in units of HSBC Global Investment Funds - Global Equity Climate Change (HGECC). The Scheme may also invest a certain proportion of its corpus in money market instruments and / or units of overnight / liquid mutual fund schemes, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be achieved.
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.13 | -1.74 | 1.22 | 10.35 | 15.35 | 9.03 | NA | NA | 3.16 |
| Category Average (%) | 1.96 | 0.53 | 12.17 | 16.96 | 23.16 | 12.07 | 4.42 | NA | 25.63 |
| Rank within Category | 647 | 680 | 699 | 310 | 430 | 370 | NA | NA | 595 |
* Returns over 1 year are CAGR
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 136.99 | 28,587 | 0.21 | 1.02 | 3.69 | 7.35 | 10.46 | 15.27 | 15.84 | 13.51 | 22.62 | 0.20 | |
| 15.51 | 9,647 | 0.05 | 0.75 | 1.69 | 3.54 | 8.81 | 8.39 | 6.69 | NA | 7.77 | 0.08 | |
| 37.92 | 8,457 | 2.63 | 2.04 | 23.85 | 26.85 | 63.43 | 31.94 | 18.46 | 15.92 | 10.91 | 0.10 | |
| 247.43 | 7,509 | -0.04 | 1.48 | 4.68 | 9.03 | 9.40 | 20.41 | 25.99 | 16.95 | 28.99 | 0.21 | |
| 38.76 | 7,092 | 2.60 | 1.96 | 23.79 | 31.63 | 63.91 | 31.87 | 18.35 | 15.82 | 11.10 | 0.18 | |
| 12.66 | 6,949 | 0.08 | 0.57 | 1.66 | 3.43 | 7.83 | NA | NA | NA | 8.23 | 0.07 | |
| 51.43 | 6,635 | 2.05 | 1.83 | 20.32 | 38.00 | 38.04 | 37.00 | 22.30 | NA | 26.58 | 0.21 | |
| 20.14 | 5,037 | 0.98 | 1.32 | 5.68 | 7.63 | 14.40 | 17.41 | NA | NA | 16.72 | 0.07 | |
| 13.87 | 4,722 | -0.03 | 0.33 | 1.41 | 3.63 | 8.75 | 8.45 | 6.53 | NA | 6.37 | 0.08 | |
| 49.54 | 4,545 | 2.61 | 2.00 | 23.69 | 31.57 | 63.15 | 31.70 | 18.18 | 15.72 | 13.24 | 0.13 |
Over the past
Total investment of ₹5000
Would have become ₹5,420 (+8.39%)
Mr. Sonal Gupta has completed his PGDM from IIM Bangalore and has a Bachelors degree in Mechanical Engineering (with Distinction) from Delhi College of Engineering. Mr. Gupta has worked with L&T MF, UBS Securities India Pvt Ltd and PricewaterhouseCoopers in the past.
View MoreHere is the list of funds managed by Sonal Gupta
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Sectoral/Thematic | 10.24 | 1,579 | 5.35 | NA | |
| Others - Fund of Funds | 28.24 | 265 | 35.06 | 8.41 | |
| Others - Fund of Funds | 9.84 | 245 | 36.55 | 6.72 | |
| Others - Fund of Funds | 31.20 | 69 | 29.34 | 11.77 | |
| Others - Fund of Funds | 11.55 | 53 | 8.39 | NA |
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,684.20 | 16,881 | 0.10 | 0.49 | 1.45 | 3.05 | 6.75 | 7.10 | 5.80 | 6.23 | 7.97 | 0.12 | |
| 90.07 | 16,548 | 0.74 | 0.51 | 3.15 | 7.43 | -3.81 | 20.99 | 30.03 | 19.88 | 21.05 | 0.64 | |
| 127.07 | 14,342 | 1.20 | 2.84 | 4.88 | 9.64 | 7.19 | 24.79 | 25.85 | 17.68 | 21.84 | 0.76 | |
| 458.14 | 12,370 | 1.93 | 0.51 | 6.50 | 12.81 | 6.39 | 26.27 | 24.75 | 17.92 | 34.61 | 0.64 | |
| 80.08 | 6,401 | 0.13 | 0.67 | 1.77 | 3.99 | 8.76 | 8.10 | 6.12 | 7.67 | 17.55 | 0.29 | |
| 65.31 | 5,663 | 1.01 | -0.12 | 4.29 | 10.85 | 7.65 | 16.99 | 16.00 | 12.65 | 15.70 | 0.83 |