
HSBC Global Equity Climate Change FoF Direct Growth
HSBC Global Equity Climate Change FoF Direct Growth
as on 13 Mar 2026
HSBC Global Equity Climate Change FoF Direct Growth is a mutual fund scheme launched on 22 Mar 2021. Investors can begin their investment journey with a minimum SIP of ₹1,000 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹54.40 crores, and the current NAV stands at ₹12.2974 as of 13 Mar 2026. The fund has delivered absolute returns of 21.36% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 11.28%. For 5 years it has given a CAGR of 4.30%. The expense ratio of the fund is 0.91%.
NAV ₹ 12.2974 (-0.27%)
CAGR 4.30%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 33.52 L
4.30%
Total Investment
₹ 30,00,000
Returns
₹ 3,52,232 (4.30%)
Maturity Value
₹ 33,52,232
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 54.40 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹54.40 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 1,000.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 54.40
Expense Ratio
0.91%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
22 Mar 2021
Fund Age
5 Yrs
Benchmark
MSCI ACWI TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- 1% If Units Are Redeemed / Switched-out Within 1 Year From The Date Of Allotment
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Mahesh A Chhabria | Masters in Management Studies (M.M.S) |
| Sonal Gupta | NA |
Fund Objective
The primary investment objective of the Scheme is 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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
HSBC Mutual Fund
No. of Schemes
41
Total AUM
₹ 1,53,253.51 Cr
Contact Details
9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Contact Details
9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Open NFOs
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FAQs
When was HSBC Global Equity Climate Change FoF launched?
What is the current NAV of HSBC Global Equity Climate Change FoF?
What is the AUM of HSBC Global Equity Climate Change FoF?
What is the rate of return of HSBC Global Equity Climate Change FoF?
- In the past 1Y: 21.36%
- In the past 3Y: 11.28%
- In the past 5Y: 4.30%
What is the expense ratio of HSBC Global Equity Climate Change FoF?
What is exit load of HSBC Global Equity Climate Change FoF?
What is the portfolio of HSBC Global Equity Climate Change FoF?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in HSBC Global Equity Climate Change FoF?
Who is the fund manager HSBC Global Equity Climate Change FoF?
What is the minimum investment required in HSBC Global Equity Climate Change FoF?
How to invest in HSBC Global Equity Climate Change FoF directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



