ReviewDirect · Growth
HSBC Brazil Fund
HSBC Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas13.7 years
- NAV
- 11.8189
- 15 Sept 2026
- 1Y
- +31.7%
- Trailing CAGR
- AUM
- ₹365.29 Cr
- 31 Aug 2026
- Volatility
- High
- 32.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+31.7%
- 3Y+14.4%
- 5Y+9.6%
- 10Y+6.0%
- SI+1.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+22.5%
- 3Y+23.3%
- 5Y+16.8%
- 10Y+8.2%
- Since inception
- +1.2%
- Calendar-day CAGR
- Excess 1Y
- -0.6%
- Category median, same plan and option
- 3Y win rate
- +21%
- Windows beating the median
- 3Y percentile
- 6
- Vs comparable share classes
- Worst rolling 3Y
- -28.2%
- 2433 daily-ending windows
- Median rolling 3Y
- +1.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +49%
- 1985 daily-ending windows
- SIP 3Y XIRR
- +23.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 473 days
- 8 recovered episodes
- Longest recovery
- 2130 days
- Trough to prior peak
- Current spell
- 153 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
3 Sept 2014 – 30 Dec 2019
Trough 20 Jan 2016 · recovered in 1440 days
-65.1%
3 Jan 2020 – 21 Jan 2026
Trough 23 Mar 2020 · recovered in 2130 days
-54.2%
8 Mar 2013 – 2 Sept 2014
Trough 14 Mar 2014 · recovered in 172 days
-24.2%
15 Apr 2026 – open
Trough 10 Jun 2026 · not recovered
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
6
Vs category
46
Consistency
27
Risk-adjusted
27
Drawdown
0
Mean
21
Portfolio
31 Aug 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
97.4%
Cash
2.6%
Sectors
Others
100.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
HSBC Mutual Fund
- 1Y
- +32.1%
- 3Y
- +26.4%
- Vol
- 15.8%
- Max DD
- -27.3%
- Sharpe
- 0.50
- 3Y win
- +74%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +29.9%
- 3Y
- +30.0%
- Vol
- 21.1%
- Max DD
- -23.0%
- Sharpe
- 1.07
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India - Invesco Global Consumer Trends Fund of Fund
Invesco Mutual Fund
- 1Y
- -1.9%
- 3Y
- +21.7%
- Vol
- 29.0%
- Max DD
- -51.2%
- Sharpe
- 0.14
- 3Y win
- +38%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India - Invesco Pan European Equity Fund of Fund
Invesco Mutual Fund
- 1Y
- +34.8%
- 3Y
- +21.4%
- Vol
- 18.8%
- Max DD
- -41.0%
- Sharpe
- 0.31
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Global Emerging Market Overseas Equity Active FOF
Kotak Mahindra Mutual Fund
- 1Y
- +37.1%
- 3Y
- +25.6%
- Vol
- 15.8%
- Max DD
- -32.0%
- Sharpe
- 0.35
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns