HSBC Global Emerging Markets Fund
Direct · Growth ₹36.40
17 Jun 2026
NAV
6.1%
3Y CAGR
5.9%
5Y CAGR
6.1%
10Y CAGR
6.0%
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.
-0.18
Sharpe
-58.1%
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 | ₹12.50 L | 11.3% | -57.9% | 109.2% |
| 3 Years | ₹36.00 L | ₹39.14 L | 7.1% | -16.1% | 47.4% |
| 5 Years | ₹60.00 L | ₹68.64 L | 6.3% | -8.1% | 28.4% |
| 7 Years | ₹84.00 L | ₹1.02 Cr | 6.1% | -4.1% | 20.9% |
| 10 Years | ₹1.20 Cr | ₹1.62 Cr | 6.6% | 0.5% | 16.2% |
| 12 Years | ₹1.44 Cr | ₹2.07 Cr | 6.6% | 1.5% | 14.6% |
| 15 Years | ₹1.80 Cr | ₹2.71 Cr | 6.1% | 3.4% | 12.5% |
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 | 11.3% | 14.5% | 15.9% | -3.2% |
| 3 Years | 7.1% | 11.2% | 16.1% | -4.1% |
| 5 Years | 6.3% | 10.4% | 12.7% | -4.2% |
| 7 Years | 6.1% | 10.6% | 10.3% | -4.4% |
| 10 Years | 6.6% | 11.5% | 10.1% | -4.9% |
| 12 Years | 6.6% | 11.4% | 11.6% | -4.8% |
| 15 Years | 6.1% | 11.9% | 6.1% | -5.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.2% | 8.1% | -37.6% | 92.5% | 0.14 | 0.25 | 67% | — | — |
| 3 Years | 6.1% | 5.7% | -9.8% | 31.4% | -0.07 | -0.10 | 83% | — | — |
| 5 Years | 5.9% | 5.5% | -4.3% | 20.8% | -0.14 | -0.19 | 94% | — | — |
| 10 Years | 6.1% | 5.5% | 2.1% | 13.8% | -0.18 | -0.25 | 100% | — | — |
-58.1%
Max Drawdown
5 mo
Drawdown Duration
59 mo
Recovery Time
-14.2%
Avg Drawdown
Calmar Ratio by Duration
0.16
1Y
0.10
3Y
0.10
5Y
0.10
7Y
0.10
10Y
0.10
12Y
0.10
15Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +76.13 | 0.92 | 124.3% | 41.0% | 73.1% | -3.8% |
| 3 Years | +20.03 | 0.69 | 82.4% | 53.5% | 27.9% | 8.4% |
| 5 Years | +4.04 | 0.66 | 68.4% | 59.0% | 12.0% | 8.8% |
| 7 Years | +6.19 | 0.59 | 65.1% | 54.8% | 15.2% | 10.8% |
| 10 Years | +4.26 | 0.58 | 63.8% | 54.9% | 13.6% | 11.4% |
| 12 Years | +1.32 | 0.58 | 62.3% | 56.7% | 9.9% | 10.1% |
| 15 Years | +0.11 | 0.57 | 59.7% | 55.6% | 8.9% | 10.5% |