HSBC Brazil Fund
Direct · Growth ₹11.14
03 Jul 2026
NAV
1.3%
3Y CAGR
0.9%
5Y CAGR
1.1%
10Y CAGR
0.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.25
Sharpe
-65.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 6.9% | -76.2% | 110.4% |
| 3 Years | ₹36.00 L | ₹38.35 L | 3.6% | -41.8% | 34.3% |
| 5 Years | ₹60.00 L | ₹62.94 L | 3.0% | -14.2% | 21.7% |
| 7 Years | ₹84.00 L | ₹85.87 L | 1.3% | -11.9% | 14.9% |
| 10 Years | ₹1.20 Cr | ₹1.31 Cr | 2.2% | -3.3% | 10.3% |
| 12 Years | ₹1.44 Cr | ₹1.73 Cr | 3.2% | -2.7% | 9.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.9% | 14.5% | 16.0% | -7.6% |
| 3 Years | 3.6% | 11.2% | 16.2% | -7.6% |
| 5 Years | 3.0% | 10.4% | 13.3% | -7.4% |
| 7 Years | 1.3% | 10.6% | 10.3% | -9.3% |
| 10 Years | 2.2% | 11.5% | 10.1% | -9.3% |
| 12 Years | 3.2% | 11.4% | 11.7% | -8.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.8% | 4.6% | -53.8% | 104.4% | -0.10 | -0.14 | 57% | — | — |
| 3 Years | 1.3% | 1.1% | -28.2% | 37.5% | -0.48 | -0.49 | 55% | — | — |
| 5 Years | 0.9% | -0.3% | -10.1% | 17.2% | -1.12 | -0.76 | 48% | — | — |
| 10 Years | 1.1% | -0.5% | -4.5% | 11.8% | -1.25 | -0.79 | 43% | — | — |
-65.1%
Max Drawdown
17 mo
Drawdown Duration
48 mo
Recovery Time
-26.7%
Avg Drawdown
Calmar Ratio by Duration
0.06
1Y
0.02
3Y
0.01
5Y
0.00
7Y
0.02
10Y
-0.00
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +30.01 | 0.37 | 55.6% | 8.1% | 32.5% | -4.5% |
| 3 Years | +4.68 | 0.35 | 46.4% | 30.9% | 11.7% | 7.9% |
| 5 Years | -2.62 | 0.45 | 48.5% | 42.7% | 5.0% | 8.9% |
| 7 Years | -6.75 | 0.69 | 54.4% | 52.3% | 2.6% | 10.7% |
| 10 Years | -3.61 | 0.63 | 52.8% | 46.6% | 5.9% | 11.3% |
| 12 Years | -7.09 | 0.61 | 53.7% | 52.0% | 1.6% | 10.0% |
| 15 Years | -7.70 | 0.56 | 48.8% | 48.4% | 0.6% | 9.7% |