Mutual Funds

HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW

HSBC Mutual FundInternational FoFHigh Risk
₹24.95-0.47 (-1.86%)

NAV as on 2026-07-17 · Equity · International FoF

AUM

₹74 Cr

1Y Return

+41.7%

3Y CAGR

+24.0%

5Y CAGR

+12.8%

Expense

0.55%

Risk

High

HSBC Asia Pacific IDCW Yield Fund Direct Plan IDCW
₹24.95-1.86%

1Y Return

+41.7%

3Y CAGR

+24.0%

5Y CAGR

+12.8%

Since Inception

+7.7%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹19.06
₹27.35

71% from 52W low

Fund Information

International FoFEquitySince 28-02-2014

Fund House

HSBC Mutual Fund

Category

Equity - International FoF

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity94.1%
Cash4.3%
Other0.0%

Market Cap Split

Large Cap5.6%
Mid Cap2.8%
Small Cap0.3%

Top Holdings

3 stocks
Weight1M Change
1

HSBC GIF Asia Pac ex Jpn Eq HiDiv S9S

96.92%0.0%
2

TREPS (Cash)

3.15%0.0%
3

Net Receivables

0.08%0.0%

Fundamentals

P/E Ratio

17.38

Cat avg: 25.39

P/B Ratio

2.18

Cat avg: 5.20

Dividend Yield

2.97%

Cat avg: 1.70%

Price/Sale

2.21

Price/Cash Flow

12.37

Risk Metrics (3Y)

Sharpe Ratio

1.20

Sortino Ratio

2.33

Std Deviation

14.86%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
HSBC Asia Pac(Ex Jap)IDCW Yld Dir IDCW-P740.55+41.7%+24.0%+12.8%
Axis S&P 500 ETF FOF Dir IDCW-P-----
Franklin U.S. Opps Eq Actv FoFDirIDCW-P6,0810.46+19.5%+21.1%+10.5%
Axis Greater China Equity FoF Dir IDCW-P3,8520.40+36.0%+16.9%+4.3%
ICICI Pru NASDAQ 100 Index Dir IDCW-P3,6110.43+38.7%+28.9%-
ICICI Pru US Bluechip Equity Dir IDCW-P3,6070.97+20.2%+13.7%+12.2%
Axis Global Equity Alpha FOF Dir IDCW-P2,3780.69+24.6%+22.3%+14.8%
Kotak Glb EM Ovrs Eq Omni FOF Dir IDCW-P1,7671.42+48.6%+23.4%+10.6%
DSP Wld Gld Mng Ovrs Eq OmniFoFDirIDCW-P1,4331.54+60.4%+39.9%+21.5%
DSP Glb Innovt Ovs Eq Omni FoF Dir IDCWP1,4181.08+36.0%+26.4%-

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹74 Cr
Expense Ratio0.55%
Volatility (3Y)14.9%
Sharpe Ratio1.20
Sortino Ratio2.33
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings3

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.