80
ConsumptionStrong Buy
HSBC Consumption
HSBC · Direct–Growth · rank #3 of 25 by Smart Score
Data updated
Trailing returns
1 Year
1.7%
+3.8% vs index
3 Years
16.8%
+7.0% vs index
5 Years
—
Since launch
16.7%
Year-by-year performance
2024
+34.6%+18.9% vs index
2025
-0.2%-7.9% vs index
2026
+5.3%+9.0% 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 return16.78% · 96th percentile in category
Sharpe ratio0.72 · 98th percentile in category
Volatility17.22 · 3rd percentile in category
Sortino ratio0.97 · 98th percentile in category
Alpha3.89 · 98th percentile in category
Expense ratio0.86% · 88th percentile in category
Top holdings
1.Zomato Ltd6.7%
2.Bharti Airtel Ltd5.33%
3.Radico Khaitan Ltd4.79%
4.Titan Company Ltd4.39%
5.Maruti Suzuki India Ltd4.36%
51 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.