HSBC Global Equity Climate Change FoF
The scheme seeks 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.
Growthvine rating: 1/5 — ranked #57 of 62 in category.
Fund basics
| Category | Equity: Global |
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| NAV | ₹11.96 (as of 2026-03-25) |
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| AUM | ₹54 Cr |
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| Expense ratio | 1.43% |
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| Riskometer | Very High |
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| Fund manager | Sonal Gupta |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 4.39% |
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| Sharpe ratio | 0.41 |
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| Standard deviation | 13.87% |
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| Max drawdown | -31.84% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 100.0% |
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| Mid cap | 0.0% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 95.9% |
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| Top 10 holdings | 95.9% |
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| Total holdings | 1 |
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Top holdings
- HSBC GIF Global Equity Climate Change F — 95.9%
- Treps — 4.2%
- Net Asset — -0.1%
Top sectors
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 4.7% | Q4 (Bottom) | #58 of 60 |
| 2025 | 14.8% | Q4 (Bottom) | #54 of 60 |
| 2024 | 2.4% | Q4 (Bottom) | #52 of 61 |
| 2023 | 11.9% | Q3 | #40 of 60 |
| 2022 | -20.1% | Q3 | #37 of 51 |