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: 12.70%.

HSBC

HSBC Emerging Markets Fund - Growth

Latest NAV

₹37.2863

As of

2 Jun 2026

4,024 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+1.38%	+0.09%	+1.30	3 / 25	Q1
1W	+4.55%	+0.93%	+3.62	5 / 25	Q1
2W	+9.27%	-2.39%	+11.65	1 / 26	Q1
1M	+11.20%	-1.98%	+13.18	4 / 26	Q1
3M	+21.32%	-0.35%	+21.67	1 / 26	Q1
6M	+45.67%	+2.63%	+43.04	1 / 26	Q1
YTD	+40.91%	+5.94%	+34.97	1 / 26	Q1
1Y	+85.45%	+14.34%	+71.10	1 / 25	Q1
2Y	+43.11%	+5.26%	+37.85	1 / 25	Q1
3Y	+31.07%	+5.41%	+25.67	2 / 25	Q1
4Y	+20.17%	+3.49%	+16.67	3 / 25	Q1
5Y	+12.70%	+6.62%	+6.08	5 / 23	Q1
7Y	+15.98%	+10.73%	+5.25	2 / 15	Q1
10Y	+13.70%	+11.21%	+2.49	2 / 10	Q1
Inception	+7.47%	+2.25%	+5.22	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	+40.91%	+19.40%	+21.51	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

+8.92%

210 windows

min -37.5% · max 85.4%

65% positive

3-Year rolling

+5.89%

186 windows

min -9.4% · max 31.1%

82% positive

5-Year rolling

+5.85%

161 windows

min -3.6% · max 17.6%

93% positive

7-Year rolling

+5.84%

137 windows

min 0.4% · max 16.0%

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

17.70%

3-year · annualised

Sharpe ratio

1.26

vs risk-free 6.5%

Sortino ratio

3.07

Downside-only deviation

Max drawdown

-14.73%

Feb 2025 → Apr 2025

% positive months

63.9%

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 BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹21.6135	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Brazil Fund - IDCW	HSBC	₹10.3242	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.7113	2 Jun 2026
Sundaram BNP Paribas Global Advantage Fund Dividend	Sundaram BNP Paribas	₹35.4198	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹37.2863
1 Jun 2026	₹36.7784
29 May 2026	₹36.4325
27 May 2026	₹36.2927
26 May 2026	₹35.6634
22 May 2026	₹35.0387
21 May 2026	₹34.9479
20 May 2026	₹34.3760
19 May 2026	₹34.1235
18 May 2026	₹34.6204

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 Emerging Markets Fund - Growth is ₹37.2863. 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 85.45% — +71.1 pp ahead of the Fund of Funds - Overseas category average of 14.34%. 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 31.07% — +25.67 pp ahead of the Fund of Funds - Overseas category average of 5.41%. 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 12.70% — +6.08 pp ahead of the Fund of Funds - Overseas category average of 6.62%. The fund ranks #5 of 23 in its category — the top (Q1) quartile.

₹1 lakh invested in HSBC Emerging Markets Fund - Growth exactly 10 years ago would be worth approximately ₹361,122 today — a multiplier of 3.61×, based on the 10-year CAGR of 13.70%. The category average over the same window would have grown ₹1 lakh to ₹289,295.

A ₹10,000 monthly SIP in HSBC Emerging Markets Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,185,809 today. That's an XIRR (money-weighted annualised return) of 27.62%.

A ₹10,000 monthly SIP for 10 years in HSBC Emerging Markets Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,795,989 (multiplier 2.33×). XIRR: 16.13%. 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 #5 out of 23 funds in the Fund of Funds - Overseas category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 6.62%; this fund delivered 12.70%.

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 5.85% (best 17.62%, worst -3.62%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — 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: 12.70%.

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