This Equity International FoF Is Good For Investment, Given Up To 27.68% Returns

Despite macroeconomic instability and a jump in US Treasury rates following the US Fed rate hikes, Indian financial markets have defied all odds and remained robust. Having an investment in international equity funds could be a good investment here. Investing in Equity International Fund could help in maintaining good returns and also diversify the portfolio. This FoF highlighted here is a good investment fund in international equity for a Short period of time, around 1 to 2 years.

HSBC Brazil Fund - Direct Plan-Growth

This is a Fund of Fund (FoF) from the HSBC Mutual funds. It is the Equity International fund. It is an open-ended Medium-sized fund of its category.

Under the Fund's Direct Plan-Growth scheme, it has worth Rs 34,75 Crore of Asset Under Management. The NAV of this fund is Rs 7.9296 declared on 13th April 2022. The expense ratio is of this fund is 1.71%, which is higher than its category average expense ratio. 

This is a moderately high-risk fund. The minimum investment required for lump sum payment in this fund is Rs 5000 and for SIP is Rs 500. This fund has no lock-in period. HSBC Brazil Fund Direct-Growth has no lock-in period. However, it has a 1% exit load for redemption within 365 Days. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

It has given negative returns in both 3 years investment and Annual Average Returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	8.74%	8.74%
2 Year	27.68%	12.92%
3 Year	-9.69%	-3.34%
5 Year	9.95%	1.91%
Since Inception	-21.24%	-2.54%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	9.80%	18.67%
2 Year	12.86%	12.11%
3 Year	4.86%	3.11%
5 Year	3.13%	1.22%

Portfolio

This fund has the majority of allocations in Cash Equivalent, Financial Services, Basic Materials, Energy, Defensive, Health, Industrial, Cyclical, Utilities, Corporate, Communications, Derivatives sectors. Its top holdings are HSBC GIF Brazil Equity S3D, Treps, and Net Current Assets (Including Cash & Bank Balances.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.