HSBC Consumption Fund
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Growthvine rating: 2/5 — ranked #110 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹15.60 (as of 2026-08-21) |
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| AUM | ₹1,703 Cr |
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| Expense ratio | 1.78% |
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| Riskometer | Very High |
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| Fund manager | Anish Goenka |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -21.67% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 96.2% of NIFTY India Consumption's upside and 87.6% of its downside.
Market cap allocation
| Large cap | 42.2% |
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| Mid cap | 22.7% |
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| Small cap | 35.1% |
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Concentration
| Top 5 holdings | 26.2% |
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| Top 10 holdings | 41.7% |
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| Total holdings | 50 |
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Top holdings
- Eternal Limited — 6.4%
- Bharti Airtel Ltd. — 6.0%
- Radico Khaitan Ltd. — 4.8%
- Maruti Suzuki India Ltd. — 4.7%
- Titan Company Limited — 4.3%
- TVS Motor Company Ltd. — 3.2%
- Mahindra & Mahindra Ltd. — 3.2%
- Varun Beverages Limited — 3.2%
- Global Health Limited — 3.1%
- Treps — 2.9%
Top sectors
- Automobile — 18.9%
- Consumer Durables — 18.5%
- Retail — 15.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 5.9% | Q2 | #64 of 167 |
| 2025 | -1.5% | Q4 (Bottom) | #104 of 132 |
| 2024 | 32.7% | Q1 (Top) | #7 of 86 |