HSBC Multi Cap Equity Fund Direct Growth+0.47%

2Groww
1.39%
1 Year Return
Equity
Multi Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Multi Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.39%
NAV86.62 (17 Oct 2019)
Fund Started01 Jan 2013
Fund Size441 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Multi Cap Equity Fund Direct Growth
1.4%
4.8%
8.3%
12.5%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
46
40
31
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 1.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.7%
    ICICI Bank Ltd.FinancialEquity9.6%
    Reliance Industries Ltd.EnergyEquity9.1%
    Kotak Mahindra Bank Ltd.FinancialEquity6.5%
    Bajaj Finance Ltd.FinancialEquity6.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.6%
    Larsen & Toubro Ltd.ConstructionEquity5.0%
    Infosys Ltd.TechnologyEquity3.6%
    ITC Ltd.FMCGEquity3.5%
    HCL Technologies Ltd.TechnologyEquity3.1%
    See All

    Other Details

    HSBC Multi Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹441 Cr and the Latest NAV as of 17 Oct 2019 is ₹86.62.

    The HSBC Multi Cap Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    To seeks long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    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,
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