HSBC Brazil Fund Direct Growth

Scheme code: INF336L01BY4 NAV value: ₹ 11.2601 NAV date: 18 March, 2026 TER: 1.05%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-53.78	104.41	3.87	2.68	11.06
3 year	-28.18	37.48	0.83	0.77	8.98
5 year	-10.09	17.19	-0.58	0.63	8.53
7 year	-9.35	10.00	0.11	0.14	8.57
10 year	-4.45	11.82	-0.80	0.56	7.96
12 year	-3.82	3.33	-0.71	-0.62	7.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	2.68
3 year	6.28	30.95	15.04	0.77
5 year	8.38	26.02	14.22	0.63
7 year	10.18	15.62	12.93	0.14
10 year	11.42	12.93	12.18	0.56
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	2.68
3 year	6.56	19.64	13.57	0.77
5 year	9.22	12.29	10.75	0.63

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	2.68
3 year	7.68	21.49	15.06	0.77
5 year	10.37	13.5	11.93	0.63

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	2.68
3 year	8.04	32.03	17.81	0.77
5 year	8.18	28.64	15.34	0.63
7 year	10.64	16.42	13.77	0.14
10 year	12.56	14.06	13.31	0.56

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,29,650 - Absolute Returns: ₹29,650 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,07,048 - Absolute Returns: ₹2,07,048 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹63,61,960 - Absolute Returns: ₹3,61,960 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹86,20,916 - Absolute Returns: ₹2,20,916 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,30,61,798 - Absolute Returns: ₹10,61,798 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,64,74,452 - Absolute Returns: ₹20,74,452 - CAGR: %

Drawdown Metrics

Max Drawdown

-65.08 %

Drawdown Duration

17 months

Recovery Time

48 months

Avg Drawdown

-27.08 %

Calmar Ratio by Duration

1 Y

0.0412

3 Y

0.0118

5 Y

0.0097

7 Y

0.0022

10 Y

0.0086

12 Y

-0.0095

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	42.46	0.33	56.9	-11.8	48.14 %	4.00 %
3 years	11.79	0.36	51.9	25.3	20.00 %	11.28 %
5 years	1.73	0.43	50.9	39.6	9.50 %	9.44 %
7 years	-6.65	0.68	54.0	51.7	2.73 %	10.74 %
10 years	-1.20	0.63	55.7	46.7	8.82 %	12.06 %
12 years	-1.67	0.64	55.7	47.4	7.05 %	10.00 %
15 years	-1.80	0.64	55.7	47.4	5.60 %	7.92 %