HSBC Emerging Markets Fund

HSBC Emerging Markets Fund is being managed by Piyush Harlalka. The scheme will provide long term capital appreciation by investing in equity and equity related instruments and units issued by overseas mutual funds or unit trusts in India or in the emerging markets. The fund’s performance has been unimpressive. Existing investors should exit and new investors can skip this one.

Where does HSBC Emerging Markets Fund invest your money?

HSBC Emerging Markets Fund is a international equity fund which means most of your money will be invested in overseas as well as in India. It invests in equity and equity related instruments, share classes and units/ securities issued by overseas mutual funds or unit trusts. The fund may also invest a limited proportion in domestic debt and money market instruments.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child’s education
  • Child’s Marriage
  • Planning for retirement
  • Home Purchase
How has HSBC Emerging Markets Fund performed in the past?

If you invested Rs 1 lakh when the fund was launched in March 2008, your value of investment would be  Rs 1.02 lakhs. The performance has not been similar to other funds in this category. 

Assume you had invested Rs 10,000 every month in HSBC Emerging Markets Fund through SIP since inception today you would have around Rs 6.94 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of HSBC Emerging Markets Fund is 1.92%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio. 

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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