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HS

HSBC Global Emerging Markets Fund - IDCW

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 68/100 · Good

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)18.42%
  • Expense ratio (20%)—
  • AUM (15%)—

Not investment advice — an analytical read of public fund data. Methodology →

HSBC Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas · Fund of Funds investing overseas

₹24.56

+0.0 (+0.0%)

AUM: —

NAV updated 26 days ago

Option

Idcw

Sharpe Ratio

1.16

Std Dev (1Y)

27.64%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+2.75%

3m

-5.33%

6m

+3.51%

1y

+42.22%

3y

+18.42%

5y

+5.16%

10y

+8.56%

since inception

+4.97%

TopFund's Take on HSBC Global Emerging Markets Fund - IDCW

HSBC Global Emerging Markets Fund - IDCW holds up reasonably well within the Fund of Funds investing overseas category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.16 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 27.64% annualised volatility, this is among the more turbulent funds in the Fund of Funds investing overseas space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Overseas Fund of Funds - Fund of Funds investing overseas fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Sector allocation not available yet.

Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about HSBC Global Emerging Markets Fund - IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

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