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 (%) | -0.14 | -1.80 | 1.07 | 10.48 | 14.86 | 8.45 | NA | NA | 2.52 |
| Category Average (%) | 1.96 | 0.53 | 12.17 | 16.96 | 23.16 | 12.07 | 4.42 | NA | 25.63 |
| Rank within Category | 649 | 685 | 700 | 307 | 442 | 380 | NA | NA | 614 |
* Returns over 1 year are CAGR
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 123.58 | 28,587 | 0.19 | 0.93 | 3.42 | 6.79 | 9.34 | 14.05 | 14.54 | 12.56 | 12.16 | 1.25 | |
| 15.51 | 9,647 | 0.05 | 0.75 | 1.69 | 3.54 | 8.81 | 8.39 | 6.69 | NA | 7.77 | 0.08 | |
| 36.20 | 8,457 | 2.63 | 2.02 | 23.77 | 26.69 | 63.12 | 31.65 | 18.14 | 15.51 | 9.51 | 0.35 | |
| 230.96 | 7,509 | -0.06 | 1.37 | 4.35 | 8.36 | 8.13 | 19.05 | 24.65 | 16.18 | 15.41 | 1.48 | |
| 36.98 | 7,092 | 2.59 | 1.93 | 23.70 | 31.43 | 63.41 | 31.47 | 17.95 | 15.38 | 9.76 | 0.50 | |
| 12.61 | 6,949 | 0.07 | 0.55 | 1.60 | 3.30 | 7.58 | NA | NA | NA | 8.10 | 0.32 | |
| 50.04 | 6,635 | 2.05 | 1.80 | 20.17 | 37.70 | 37.50 | 36.48 | 21.83 | NA | 26.08 | 0.58 | |
| 19.10 | 5,037 | 0.96 | 1.22 | 5.41 | 7.07 | 13.20 | 16.12 | NA | NA | 15.37 | 1.14 | |
| 13.87 | 4,722 | -0.03 | 0.33 | 1.41 | 3.63 | 8.75 | 8.45 | 6.53 | NA | 6.37 | 0.08 | |
| 47.35 | 4,545 | 2.61 | 1.98 | 23.62 | 31.43 | 62.79 | 31.42 | 17.89 | 15.32 | 11.18 | 0.35 |
Over the past
Total investment of ₹5000
Would have become ₹5,409 (+8.18%)
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 Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Sectoral/Thematic | 10.08 | 1,579 | 3.90 | NA | |
| Others - Fund of Funds | 25.79 | 265 | 34.29 | 7.68 | |
| Others - Fund of Funds | 8.98 | 245 | 35.81 | 6.00 | |
| Others - Fund of Funds | 28.88 | 69 | 28.88 | 11.12 | |
| Others - Fund of Funds | 11.22 | 53 | 8.18 | NA |
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,658.42 | 16,881 | 0.09 | 0.48 | 1.43 | 3.00 | 6.65 | 7.00 | 5.70 | 6.14 | 4.66 | 0.22 | |
| 3,835.57 | 16,881 | 0.09 | 0.48 | 1.43 | 3.00 | 6.65 | 6.99 | 5.36 | 5.53 | 6.04 | 0.14 | |
| 80.80 | 16,548 | 0.72 | 0.41 | 2.88 | 6.87 | -4.80 | 19.76 | 28.69 | 18.71 | 19.92 | 1.67 | |
| 113.49 | 14,342 | 1.18 | 2.75 | 4.63 | 9.11 | 6.18 | 23.60 | 24.65 | 16.59 | 16.57 | 1.71 | |
| 404.02 | 12,370 | 1.92 | 0.41 | 6.21 | 12.21 | 5.28 | 24.93 | 23.40 | 16.70 | 19.00 | 1.71 | |
| 75.11 | 6,401 | 0.12 | 0.64 | 1.69 | 3.84 | 8.43 | 7.74 | 5.77 | 7.20 | 7.35 | 0.63 |