HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 4.15 | N/A | 5.46 | 6.6 |
Average Rolling Returns(%) | 7.61 | 8.52 | 8.16 | 6.32 |
The Current NAV of HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth is ₹19.31.
It is better to invest in a fund with a longer track record as HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth fund’s expense ratio is 2.03%
The process for redemption is
The AUM of HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth is currently ₹7 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a FoFs (Overseas) it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth Fund is FoFs (Overseas).
Sonal Gupta manages the HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth Fund.
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth is Stocks : 0%, Debt : 3.17% and Gold : 96.83%
The minimum SIP amount for HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year