1M
6M
1Y
3Y
All
| NAV: 22 Apr 2025 | ₹25.18 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,554.94Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Flexi Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 7.5% | 15.3% | 19.3% |
| Category average | NA | 8.8% | 14.4% | NA |
| Rank with in category | NA | 70 | 40 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 5 | 8.8% | 24.8% | 5,263.18 |
HDFC Flexi Cap Direct Plan Growth | 5 | 18.9% | 23.5% | 69,639.05 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 12.4% | 19.4% | 17,393.86 |
HSBC Flexi Cap Fund Direct Growth | 4 | 11.1% | 18.8% | 4,547.47 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 14.8% | 18.7% | 93,440.89 |
Holdings (28)
See All
Pros and cons
Category: Equity Flexi Cap
Pros
Lower expense ratio: 0.92%
3Y annualised returns higher than category average by 0.35%
Cons
1Y annualised returns lower than category average by 0.5%
Expense ratio, exit load and tax
Expense ratio: 0.92%
Inclusive of GST
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Sonal GuptaDec 2023 - PresentView details
Sonal Gupta
Dec 2023 - Present
View details
Education
Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
E-mail
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
HSBC Focused Fund Direct Growth
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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