HSBC Global Equity Climate Change FoF

Q: What are the returns of this mutual fund scheme?

The HSBC Global Equity Climate Change FoF is a 4 yrs 9 m old fund and has delivered average annual returns of 2.8% since inception. HSBC Global Equity Climate Change FoF Returns 1-Year 3-Year Since Inception 8.2% 7.86% 2.8%

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹11.4142+0.58% 1 day change	2.8% p.a.	App exclusive #NA View Ranked Funds	₹53 Cr

Historical NAV & returns

NAV: ₹11.4142 as on Dec 04, 2025

This fund Category average

HSBC Global Equity Climate Change FoF overview

AUM (Fund size)	₹53 Cr
Exit load	1.0% Exit load of 1% if redeemed within 1 year.!
Lock-in Period	Nil
Age	4 yrs 9 m since Mar 03, 2021
Benchmark	MSCI All Country World TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹5000
Expense ratio	1.44% as on Nov 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

HSBC Global Equity Climate Change FoF Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Dec 04, 2025

Period	This fund	Category average
1 Month	-0.58%	2.07%
3 Months	1.95%	6.58%
6 Months	6.88%	19.03%
1 Year	8.2%	22.9%
2 Years	11.74%	22.84%
3 Years	7.86%	17.45%
4 Years	1.53%	10.47%

View returns in detail

Asset allocationas on Oct 31, 2025

Large Cap 0%

Mid Cap 0%

Small Cap 0%

Other Cap 97.17%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Foreign Mutual Funds 97.17%

Repo 3.04%

Other Holdings

HSBC Global Investment Funds - Global Equity Climate Change JC 97.17%

Others 3.04%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
HSBC Global Equity Climate Change FoF	-0.58%	6.88%	8.2%	7.86%	N.A.	N.A.
Invesco India - Invesco Global Equity Income FoF	-1.66%	9.79%	17.02%	20.19%	16.06%	11.25%
Axis Global Equity Alpha FoF	1.13%	17.15%	23.02%	20.9%	15.36%	8.16%
Edelweiss Europe Dynamic Equity Offshore Fund	2.55%	11.66%	39.34%	20.86%	15.35%	10.17%
Edelweiss US Technology Equity FoF	-3.81%	23.53%	22.89%	35.67%	14.37%	13.6%
Aditya Birla Sun Life Global Excellence Equity FoF	0.38%	13.7%	14.55%	20.74%	14.51%	7.99%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HSBC Global Equity Climate Change FoF	13.71	N.A.	0.24	0.43
Invesco India - Invesco Global Equity Income FoF	11.62	N.A.	1.21	2.04
Axis Global Equity Alpha FoF	11.33	N.A.	1.24	1.88
Edelweiss Europe Dynamic Equity Offshore Fund	12.67	N.A.	1.12	1.94
Edelweiss US Technology Equity FoF	25.27	N.A.	1.11	1.79
Aditya Birla Sun Life Global Excellence Equity FoF	12.47	N.A.	1.19	1.59

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HSBC Global Equity Climate Change FoF	N.A.	53 Cr	4 yrs 9 m	1.44%
Invesco India - Invesco Global Equity Income FoF	N.A.	170 Cr	11 yrs 7 m	1.4%
Axis Global Equity Alpha FoF	N.A.	1,245 Cr	5 yrs 3 m	1.62%
Edelweiss Europe Dynamic Equity Offshore Fund	N.A.	172 Cr	11 yrs 10 m	1.43%
Edelweiss US Technology Equity FoF	N.A.	3,866 Cr	5 yrs 9 m	1.61%
Aditya Birla Sun Life Global Excellence Equity FoF	N.A.	237 Cr	18 yrs	1.28%

View all International funds

Key risk & return ratios Compared to other funds in the category

Alpha	N.A.
Sharpe	0.24 vs. 6.52 Poor risk-adjusted returns
Beta	N.A.
Standard deviation	13.71 vs. 15.04 More stable returns

Compare HSBC Global Equity Climate Change FoF in detail with

About this fund

About HSBC Global Equity Climate Change FoF

HSBC Global Equity Climate Change FoF is a International mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 4 yrs 9 m, having been launched on 03/03/2021. HSBC Global Equity Climate Change FoF has ₹53 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of HSBC Global Equity Climate Change FoF as of 04/12/2025 is ₹11.41. The fund has an expense ratio of 1.44%, which is higher than what most other International funds charge.

HSBC Global Equity Climate Change FoF returns of last 1-year are 8.79%. Since launch, it has delivered 2.85% average annual returns.
The fund has the majority of its money invested in Unclassified sectors. It has taken less exposure in Unclassified sectors compared to other funds in the category.
The fund's top 5 holdings are in HSBC Global Investment Funds - Global Equity Climate Change JC.

...

Fund AUM	53 Cr as on Oct 31, 2025
Scheme document	View Scheme Document

Fund managers

Sonal Gupta

Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC

Mahesh A Chhabria

Mr. Chhabria is a Commerce Graduate and has also pursued FCA and CFA. Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Investment objective

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.

HSBC Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	1,36,405 Cr as on Sep 30, 2025
Address	9-11th Floor, NESCO - IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai, 400063

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See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of HSBC Global Equity Climate Change FoF?

The current Net Asset Value (NAV) of the HSBC Global Equity Climate Change FoF plan is approximately ₹11.4142 as of Dec 04, 2025.

What are the returns of this mutual fund scheme?

The HSBC Global Equity Climate Change FoF is a 4 yrs 9 m old fund and has delivered average annual returns of 2.8% since inception.

HSBC Global Equity Climate Change FoF Returns

1-Year	3-Year	Since Inception
8.2%	7.86%	2.8%

How much does this mutual fund charge as expense ratio?

The HSBC Global Equity Climate Change FoF has an expense ratio of 1.44%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The HSBC Global Equity Climate Change FoF currently has assets under management (AUM) or fund size valued at approximately 53 Cr as on Oct 31, 2025.

What is risk level of HSBC Global Equity Climate Change FoF?

This is a International fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in HSBC Global Equity Climate Change FoF?

Redeeming your investments in the HSBC Global Equity Climate Change FoF is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.