HSBC Consumption Fund
HSBC Consumption Fund is a thematic fund of HSBC Asset Management (India) Private Ltd. with ₹1,688 cr under management. It is ahead of its benchmark (Nifty India Consumption TRI) in 2 of 2 periods. Its direct plan charges 0.88% a year.
Has HSBC Consumption Fund beaten its benchmark?
Ahead of its benchmark, Nifty India Consumption TRI, in 2 of 2 periods in AMFI's figures; −0.42% over the last year against −10.03%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −5.00% | −3.60% | — |
| 3 months | −1.16% | −5.03% | — |
| 6 months | +6.56% | −1.83% | — |
| 1 year | −0.66% | −4.06% | +3.40 pts |
| 3 years | +14.25% | +9.27% | +4.98 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 4 Sep 2023 | +14.41% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −0.42% | −1.69% | −10.03% | +9.61 | 🔒 |
| 3y | +14.43% | +12.92% | +9.38% | +5.05 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2023 to 14 Oct 2026₹100 put in at the start of Sep 2023 would be ₹151 on 14 Oct 2026, against ₹131 in the Nifty 500 TRI.
What does HSBC Consumption Fund cost?
0.88% a year on the direct plan, 2.20% on the regular plan; 7 of 61 funds in its category charge less.
Who manages HSBC Consumption Fund?
What does HSBC Consumption Fund hold?
53 holdings as of 30 Sep 2026; the ten largest are 41.0% of the fund, the largest Eternal Limited at 7.0%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does HSBC Consumption Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is HSBC Consumption Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of HSBC Consumption Fund?
0.88% a year on the direct plan and 2.20% on the regular plan (expense report, Oct 2026).
How has HSBC Consumption Fund done?
Its direct plan returned +14.43% a year over 3 years against +9.38% for its benchmark, Nifty India Consumption TRI, as of 13 Oct 2026.
See HSBC Consumption Fund beside your own funds in Valarth
