Over 55% Return! The HSBC Brazil Fund Crowned Mutual Fund Scheme of the Year 2025
Mutual fund investors celebrated a remarkable year in 2025, with the HSBC Brazil Fund taking the spotlight as the top-performing scheme. This year proved to be exceptional, as various mutual funds navigated market volatility to deliver outstanding returns. Notably, the HSBC Brazil Fund has been designated the Mutual Fund Scheme of the Year 2025, boasting an impressive return of 55.24%.
Performance Highlights of the HSBC Brazil Fund
– Type: Open-ended fund of funds scheme investing in HSBC Global Investment Funds – Brazil Equity Fund.
– Annual Return: Achieved over 55.24% return in 2025.
– Assets Under Management (AUM): A staggering 645% increase, climbing from Rs 40.68 crore in December 2024 to Rs 303.13 crore by November 2025.
Investment Outcomes
– SIP Investment: A monthly SIP of Rs 10,000 initiated on January 1, 2025, is now valued at Rs 1.48 lakh, with an XIRR of 46.45%.
– Lumpsum Investment: An investment of Rs 1 lakh made at the beginning of the year has appreciated to Rs 1.55 lakh, reflecting a CAGR of 55.24%.
NAV Growth
– Regular Plan NAV: Increased by 54% from Rs 5.8064 on January 2, 2025, to Rs 8.9305 on December 30, 2025.
– Direct Plan NAV: Rose by 55%, going from Rs 6.3323 to Rs 9.7914 within the same timeframe.
Investment Strategy and Allocation
The HSBC Brazil Fund aims for long-term capital appreciation by primarily investing in units/shares of the HSBC Global Investment Funds (HGIF) – Brazil Equity Fund. Additionally, the Investment Manager may allocate funds to other similar overseas mutual fund schemes, maintaining a significant portion of its corpus. The fund may also hold a portion in money market instruments or liquid mutual fund schemes to address liquidity needs.
– Investment Focus: 95-100% in HGIF Brazil Equity Fund; 0-5% in money market instruments.
– Investment Minimum: Lumpsum investment starts at Rs 5,000, with further increments of Re 1.
Performance Benchmark
The fund’s performance is compared against the MSCI Brazil 10/40 Index TRI, and it is managed by Sonal Gupta.
Comparison with Other Mutual Funds
In 2025, the landscape of equity mutual funds was competitive. Here are some insights:
– Total Mutual Funds Considered: 489 schemes.
– Positive Returns: 338 funds yielded returns between 0.01% to 50.74%.
– Negative Returns: 151 funds posted losses between 0.02% and 19.14%.
Among these, the Nippon India Taiwan Equity Fund led with a 50.74% return, while others like Samco Flexi Cap Fund faced a loss of around 19.14%.
Note for Investors
While this data highlights the HSBC Brazil Fund as the mutual fund scheme of the year 2025, it is essential to carefully consider personal risk appetite, investment horizons, and individual financial goals before making investment decisions. The analysis should not be interpreted as specific investment advice.
For any mutual fund inquiries or specific questions, reach out to the panel of experts through ET Mutual Funds on Facebook or Twitter, or email at ETMFqueries@timesinternet.in with your details.
The HSBC Brazil Fund has set a high bar in 2025, making it an attractive option for investors seeking substantial long-term capital appreciation through equity and related securities in the Brazilian markets. Explore this standout mutual fund scheme and consider its potential as part of your investment portfolio.