Should I invest in HSBC Brazil Fund?

We don't give personal investment advice. HSBC Brazil Fund - IDCW Direct Plan 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 - IDCW Direct Plan

Latest NAV

₹11.3345

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%	+0.48	11 / 40	Q2
1W	-1.84%	+0.97%	-2.81	40 / 40	Q4
2W	-0.88%	+2.87%	-3.75	34 / 40	Q4
1M	-9.59%	+4.03%	-13.62	40 / 40	Q4
3M	-3.10%	+10.40%	-13.50	37 / 39	Q4
6M	+12.67%	+15.94%	-3.27	23 / 39	Q3
YTD	+15.16%	+15.04%	+0.12	21 / 39	Q3
1Y	+46.26%	+37.63%	+8.63	16 / 39	Q2
2Y	+24.67%	+23.33%	+1.35	18 / 38	Q2
3Y	+15.13%	+21.35%	-6.22	24 / 34	Q3
4Y	+10.61%	+17.50%	-6.89	28 / 32	Q4
5Y	+5.71%	+11.38%	-5.67	22 / 25	Q4
7Y	+3.40%	+14.01%	-10.61	16 / 17	Q4
10Y	+7.33%	+12.55%	-5.22	15 / 15	Q4
Inception	+0.89%	+11.10%	-10.21	37 / 39	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%	+16.53%	-1.37	21 / 34
2025	+54.62%	+30.95%	+23.67	4 / 34
2024	-26.93%	+11.95%	-38.88	33 / 33
2023	+30.23%	+19.92%	+10.31	9 / 32
2022	+15.48%	-14.30%	+29.79	1 / 28
2021	-26.40%	+10.75%	-37.15	20 / 20
2020	-22.91%	+18.07%	-40.98	19 / 19
2019	+22.51%	+25.51%	-3.01	11 / 19
2018	+9.78%	-5.22%	+15.00	1 / 19
2017	+9.75%	+13.12%	-3.37	13 / 19
2016	+62.25%	+18.81%	+43.44	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

+3.99%

152 windows

min -50.4% · max 102.5%

55% positive

3-Year rolling

+1.15%

127 windows

min -27.3% · max 33.3%

55% positive

5-Year rolling

+0.82%

103 windows

min -9.5% · max 14.1%

50% positive

7-Year rolling

+0.31%

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
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹15.2620	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹32.9488	2 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹46.2960	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Global Emerging Markets Fund - IDCW Direct Plan	HSBC	₹32.3092	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.7113	2 Jun 2026
Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW	Sundaram	₹40.5967	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹11.3345
1 Jun 2026	₹11.1963
29 May 2026	₹11.2830
27 May 2026	₹11.5516
26 May 2026	₹11.5468
22 May 2026	₹11.5093
21 May 2026	₹11.6948
20 May 2026	₹11.7491
19 May 2026	₹11.4355
18 May 2026	₹11.6516

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 - IDCW Direct Plan is ₹11.3345. It's a Fund of Funds - Overseas from HSBC, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Brazil Fund - IDCW Direct Plan 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 - IDCW Direct Plan 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 - IDCW Direct Plan has delivered a absolute return of 46.26% — +8.63 pp ahead of the Fund of Funds - Overseas category average of 37.63%. The fund ranks #16 of 39 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HSBC Brazil Fund - IDCW Direct Plan has delivered a CAGR of 15.13% — -6.22 pp behind the Fund of Funds - Overseas category average of 21.35%. The fund ranks #24 of 34 in its category — the third (Q3) quartile.

Over the trailing 5-year window, HSBC Brazil Fund - IDCW Direct Plan has delivered a CAGR of 5.71% — -5.67 pp behind the Fund of Funds - Overseas category average of 11.38%. The fund ranks #22 of 25 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HSBC Brazil Fund - IDCW Direct Plan exactly 10 years ago would be worth approximately ₹202,916 today — a multiplier of 2.03×, based on the 10-year CAGR of 7.33%. The category average over the same window would have grown ₹1 lakh to ₹326,251.

A ₹10,000 monthly SIP in HSBC Brazil Fund - IDCW Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹889,952 today. That's an XIRR (money-weighted annualised return) of 15.76%.

A ₹10,000 monthly SIP for 10 years in HSBC Brazil Fund - IDCW Direct Plan = ₹1,200,000 invested. It would currently be worth ₹1,784,672 (multiplier 1.49×). XIRR: 7.70%. 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 - IDCW Direct Plan ranks #22 out of 25 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 11.38%; this fund delivered 5.71%.

The worst peak-to-trough decline HSBC Brazil Fund - IDCW Direct Plan has experienced over the last 5-year window is 36.04% — 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 - IDCW Direct Plan averaged 0.82% (best 14.09%, worst -9.46%). 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 - IDCW Direct Plan returned 54.62% — beating the Fund of Funds - Overseas category average of 30.95% by 23.67 pp. It ranked #4 of 34 in its category that year.

HSBC Brazil Fund - IDCW Direct Plan 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 - IDCW Direct Plan 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.