Home Funds HSBC Gold ETF Fund of fund - Regular IDCW

HSBC Gold ETF Fund of fund - Regular IDCW

HSBC · Fund of Funds
Moderate
₹9.64
Current NAV
25 Jun 2026
27.2%
1Y Return
22.2%
3Y CAGR
17.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
  • Well-diversified portfolio aligned with the Fund of Funds mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.82
Sharpe Ratio
1.12
Beta
-2.68
Alpha
2.22
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Fund Details
Fund House HSBC
Category Fund of Funds
AUM ₹6870 Cr
Expense Ratio 1.12%
Min SIP ₹500
Min Lumpsum ₹1000
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