HSBC Consumption Fund - Direct Plan - Growth
code 152032 Thematic Fund direct plan · growth NAVs 2023-09-04 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-09-04, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.08% | -5.23% | -6.29% | 1.05% | 2026-10-09 → 2026-11-09 |
| 3M | -0.22% | 4.57% | -2.50% | 7.07% | 2026-08-07 → 2026-11-09 |
| 6M | 7.38% | 17.50% | 6.34% | 11.16% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.38% | 2.25% | -6.87% | 9.12% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.50% | 15.27% | 10.68% | 4.59% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 15.80% | 15.18% | 10.93% | 4.25% | 2023-09-04 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2024 | 2025 |
|---|---|---|
| fund | 34.57% | -0.19% |
| benchmark | 19.77% | 9.22% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 509 | 12.52% | 7.02% | -4.74% | 59.50% | 90% | 75% |
| 3 years | 17 | 16.55% | 16.81% | 15.27% | 17.21% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 13.76% |
| volatility | 17.85% |
| max drawdown | -21.20% |
| downside deviation | 12.00% |
| Sharpe ratio | 0.48 |
| Sortino ratio | 0.72 |
| Calmar ratio | 0.65 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.