80
ConsumptionStrong Buy
HSBC Consumption
HSBC · Direct–Growth · rank #3 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-2.1%
+2.6% vs index
3 Years
14.2%
+4.8% vs index
5 Years
—
Since launch
14.4%
Year-by-year performance
2024
+34.6%+18.9% vs index
2025
-0.2%-7.9% vs index
2026
+0.3%+6.3% vs index
Why this score
HSBC Consumption scores 80/100 — #3 of 25 Consumption fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 96% of peers on 3y return. The main drag is its volatility (better than only 3% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return14.18% · 96th percentile in category
Sharpe ratio0.59 · 98th percentile in category
Volatility17.66 · 3rd percentile in category
Alpha4.32 · 98th percentile in category
Sortino ratio0.70 · 93rd percentile in category
Expense ratio0.88% · 86th percentile in category
Top holdings
1.Zomato Ltd7%
2.Radico Khaitan Ltd4.99%
3.Bharti Airtel Ltd4.5%
4.Titan Company Ltd4.23%
5.Maruti Suzuki India Ltd4.12%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.