Should I invest in HSBC Emerging Markets Fund?

We don't give personal investment advice. HSBC Emerging Markets Fund - Growth 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: 30.5%. 5-year CAGR: 10.67%.

HSBC

HSBC Emerging Markets Fund - Growth

Latest NAV

₹34.2808

As of

10 Jun 2026

4,030 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	-3.38%	-0.88%	-2.50	23 / 25	Q4
1W	-8.45%	-1.56%	-6.88	25 / 25	Q4
2W	-5.54%	-4.88%	-0.67	24 / 26	Q4
1M	-3.99%	-4.79%	+0.80	19 / 26	Q3
3M	+16.23%	-1.42%	+17.65	1 / 26	Q1
6M	+32.78%	+0.20%	+32.58	1 / 26	Q1
YTD	+29.55%	+3.66%	+25.89	1 / 26	Q1
1Y	+63.89%	+10.03%	+53.86	1 / 25	Q1
2Y	+37.30%	+4.01%	+33.29	2 / 25	Q1
3Y	+26.82%	+4.34%	+22.49	2 / 25	Q1
4Y	+17.73%	+3.28%	+14.44	4 / 25	Q1
5Y	+10.67%	+6.13%	+4.54	7 / 23	Q2
7Y	+14.21%	+10.05%	+4.16	3 / 15	Q1
10Y	+12.88%	+10.78%	+2.11	2 / 10	Q1
Inception	+6.97%	+2.07%	+4.90	11 / 26	Q2

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	+29.55%	+12.82%	+16.73	1 / 9
2025	+43.19%	+32.40%	+10.78	3 / 9
2024	+10.41%	+6.26%	+4.15	4 / 9
2023	+3.67%	+14.97%	-11.30	8 / 11
2022	-15.13%	-16.19%	+1.06	4 / 10
2021	-3.94%	+8.26%	-12.19	10 / 12
2020	+25.07%	+18.86%	+6.21	3 / 14
2019	+24.96%	+26.46%	-1.50	7 / 14
2018	-11.87%	-6.08%	-5.78	11 / 14
2017	+25.29%	+16.48%	+8.81	3 / 15
2016	+14.38%	+13.28%	+1.10	4 / 15

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

+9.26%

210 windows

min -35.3% · max 76.4%

66% positive

3-Year rolling

+6.09%

186 windows

min -9.8% · max 31.0%

82% positive

5-Year rolling

+5.86%

162 windows

min -3.1% · max 18.6%

94% positive

7-Year rolling

+5.93%

137 windows

min 0.3% · max 14.9%

100% 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

18.74%

3-year · annualised

Sharpe ratio

1.03

vs risk-free 6.5%

Sortino ratio

2.17

Downside-only deviation

Max drawdown

-14.73%

Feb 2025 → Apr 2025

% positive months

69.4%

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	₹34.7300	10 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.9216	10 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.2794	10 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹30.3174	10 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹42.5980	10 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.5535	10 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.8271	10 Jun 2026
HSBC Brazil Fund - IDCW	HSBC	₹9.6698	10 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.0275	10 Jun 2026
Sundaram BNP Paribas Global Advantage Fund Dividend	Sundaram BNP Paribas	₹33.9618	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹34.2808
9 Jun 2026	₹35.4798
8 Jun 2026	₹34.3307
5 Jun 2026	₹35.5701
4 Jun 2026	₹36.7590
3 Jun 2026	₹37.4429
2 Jun 2026	₹37.2863
1 Jun 2026	₹36.7784
29 May 2026	₹36.4325
27 May 2026	₹36.2927

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 10 Jun 2026, the NAV of HSBC Emerging Markets Fund - Growth is ₹34.2808. It's a Fund of Funds - Overseas from HSBC, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Emerging Markets Fund - Growth has NAV history starting from 24 Mar 2008, a track record of about 18 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

HSBC Emerging Markets Fund - Growth 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 Emerging Markets Fund - Growth has delivered a absolute return of 63.89% — +53.86 pp ahead of the Fund of Funds - Overseas category average of 10.03%. The fund ranks #1 of 25 in its category — the top (Q1) quartile.

Over the trailing 3-year window, HSBC Emerging Markets Fund - Growth has delivered a CAGR of 26.82% — +22.49 pp ahead of the Fund of Funds - Overseas category average of 4.34%. The fund ranks #2 of 25 in its category — the top (Q1) quartile.

Over the trailing 5-year window, HSBC Emerging Markets Fund - Growth has delivered a CAGR of 10.67% — +4.54 pp ahead of the Fund of Funds - Overseas category average of 6.13%. The fund ranks #7 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in HSBC Emerging Markets Fund - Growth exactly 10 years ago would be worth approximately ₹335,961 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.88%. The category average over the same window would have grown ₹1 lakh to ₹278,266.

A ₹10,000 monthly SIP in HSBC Emerging Markets Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,089,444 today. That's an XIRR (money-weighted annualised return) of 24.07%.

A ₹10,000 monthly SIP for 10 years in HSBC Emerging Markets Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,562,470 (multiplier 2.14×). XIRR: 14.51%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Emerging Markets Fund - Growth ranks #7 out of 23 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.13%; this fund delivered 10.67%.

The worst peak-to-trough decline HSBC Emerging Markets Fund - Growth has experienced over the last 5-year window is 30.52% — its NAV fell from a high on 25 Jun 2021 to a low on 31 Oct 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 Emerging Markets Fund - Growth averaged 5.86% (best 18.60%, worst -3.11%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, HSBC Emerging Markets Fund - Growth returned 43.19% — beating the Fund of Funds - Overseas category average of 32.40% by 10.78 pp. It ranked #3 of 9 in its category that year.

HSBC Emerging Markets Fund - Growth 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 Emerging Markets Fund - Growth 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: 30.5%. 5-year CAGR: 10.67%.

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