HSBC Global Emerging Markets Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
International
Benchmark Type
MSCI Emerging Markets Index
Scheme AUM (in Crs.)
₹ 8.82
Expense Ratio
1.84%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
14.0974
(1.18 %)
NAV as on 2018-11-15
Returns
Fund
HSBC Global Emerging Markets Fund - Direct Plan
1 Year
-3.08%
3 Year
10.73%
5 Year
3.02%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
16, V N Road, Fort, Mumbai 400001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme will provide long term capital appreciation by investing in equity and equity related instruments and units issued by overseas mutual funds or unit trusts in India or in the emerging markets.
Suitability
To create wealth over long term.
• Investment in equity and equity related securities of Emerging economies
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,946
Portfolio Value
-54
Total Returns