Should I invest in HSBC Brazil Fund?

We don't give personal investment advice. HSBC Brazil Fund - Growth Direct is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 36.0%. 5-year CAGR: 5.71%.

HSBC

HSBC Brazil Fund - Growth Direct

Latest NAV

₹11.3443

As of

2 Jun 2026

3,037 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.23%	+0.76%	+0.47	13 / 54	Q1
1W	-1.84%	+1.08%	-2.92	53 / 54	Q4
2W	-0.88%	+3.45%	-4.34	47 / 54	Q4
1M	-9.59%	+4.86%	-14.44	54 / 54	Q4
3M	-3.10%	+13.53%	-16.64	51 / 53	Q4
6M	+12.67%	+20.98%	-8.31	40 / 53	Q4
YTD	+15.16%	+19.36%	-4.20	34 / 53	Q3
1Y	+46.26%	+47.49%	-1.23	25 / 53	Q2
2Y	+24.67%	+28.79%	-4.12	32 / 53	Q3
3Y	+15.13%	+25.27%	-10.15	40 / 48	Q4
4Y	+10.62%	+20.39%	-9.78	40 / 44	Q4
5Y	+5.71%	+13.36%	-7.64	30 / 32	Q4
7Y	+3.41%	+16.26%	-12.85	22 / 22	Q4
10Y	+7.34%	+13.63%	-6.29	17 / 17	Q4
Inception	+0.89%	+14.71%	-13.81	53 / 53	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+15.16%	+19.97%	-4.81	34 / 51
2025	+54.63%	+31.15%	+23.47	4 / 51
2024	-26.93%	+14.98%	-41.91	50 / 50
2023	+30.23%	+24.15%	+6.08	15 / 45
2022	+15.50%	-13.20%	+28.70	1 / 36
2021	-26.39%	+10.92%	-37.30	26 / 26
2020	-22.90%	+18.52%	-41.42	24 / 24
2019	+22.55%	+26.40%	-3.86	16 / 24
2018	+9.78%	-5.89%	+15.66	1 / 24
2017	+9.75%	+15.34%	-5.59	17 / 24
2016	+62.25%	+19.81%	+42.43	1 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+4.00%

152 windows

min -50.4% · max 102.5%

55% positive

3-Year rolling

+1.16%

127 windows

min -27.3% · max 33.3%

55% positive

5-Year rolling

+0.83%

103 windows

min -9.4% · max 14.1%

50% positive

7-Year rolling

+0.33%

79 windows

min -8.5% · max 9.7%

56% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

21.36%

3-year · annualised

Sharpe ratio

0.46

vs risk-free 6.5%

Sortino ratio

0.84

Downside-only deviation

Max drawdown

-28.76%

Dec 2023 → Dec 2024

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
HDFC Developed World Overseas Equity Passive FOF - Direct Plan - Growth Option	HDFC	₹21.6210	2 Jun 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - Growth	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Direct Plan - Growth	Invesco	₹27.3230	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - GROWTH	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option	Aditya Birla Sun Life	₹37.2536	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Plan Growth	Motilal Oswal	₹18.4536	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Direct Plan - Growth	Mirae Asset	₹20.0150	2 Jun 2026
Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct	Kotak	₹46.1010	2 Jun 2026
Edelweiss ASEAN Equity Off-shore Fund - Direct Plan - Growth Option	Edelweiss	₹40.7810	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth	DSP	₹32.8984	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹11.3443
1 Jun 2026	₹11.2060
29 May 2026	₹11.2928
27 May 2026	₹11.5616
26 May 2026	₹11.5568
22 May 2026	₹11.5193
21 May 2026	₹11.7050
20 May 2026	₹11.7593
19 May 2026	₹11.4454
18 May 2026	₹11.6616

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of HSBC Brazil Fund - Growth Direct is ₹11.3443. It's a Fund of Funds - Overseas from HSBC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Brazil Fund - Growth Direct has NAV history starting from 03 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HSBC Brazil Fund - Growth Direct is managed by HSBC. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Brazil Fund - Growth Direct has delivered a absolute return of 46.26% — -1.23 pp behind the Fund of Funds - Overseas category average of 47.49%. The fund ranks #25 of 53 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HSBC Brazil Fund - Growth Direct has delivered a CAGR of 15.13% — -10.15 pp behind the Fund of Funds - Overseas category average of 25.27%. The fund ranks #40 of 48 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HSBC Brazil Fund - Growth Direct has delivered a CAGR of 5.71% — -7.64 pp behind the Fund of Funds - Overseas category average of 13.36%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HSBC Brazil Fund - Growth Direct exactly 10 years ago would be worth approximately ₹203,092 today — a multiplier of 2.03×, based on the 10-year CAGR of 7.34%. The category average over the same window would have grown ₹1 lakh to ₹358,912.

A ₹10,000 monthly SIP in HSBC Brazil Fund - Growth Direct over the last 5 years — total invested ₹600,000 — would be worth ₹889,988 today. That's an XIRR (money-weighted annualised return) of 15.76%.

A ₹10,000 monthly SIP for 10 years in HSBC Brazil Fund - Growth Direct = ₹1,200,000 invested. It would currently be worth ₹1,785,330 (multiplier 1.49×). XIRR: 7.71%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Brazil Fund - Growth Direct ranks #30 out of 32 funds in the Fund of Funds - Overseas category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.36%; this fund delivered 5.71%.

The worst peak-to-trough decline HSBC Brazil Fund - Growth Direct has experienced over the last 5-year window is 36.03% — its NAV fell from a high on 24 Jun 2021 to a low on 10 Jan 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Brazil Fund - Growth Direct averaged 0.83% (best 14.10%, worst -9.45%). 50% of rolling windows ended positive. The 5-year Sharpe ratio is 0.11 — weak risk-adjusted performance.

In calendar year 2025, HSBC Brazil Fund - Growth Direct returned 54.63% — beating the Fund of Funds - Overseas category average of 31.15% by 23.47 pp. It ranked #4 of 51 in its category that year.

HSBC Brazil Fund - Growth Direct doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HSBC Brazil Fund - Growth Direct is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 36.0%. 5-year CAGR: 5.71%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.