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HSBC Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
53.76%
1Y return
+0.97% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹130.59
Min. SIP Amount₹500
Rating2star
Fund Size₹384.74 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.8%11.8%12.1%15.3%
Category average52.1%14.5%14.5%NA
Rank with in category233028NA
Understand termsinfo

Holdings (56)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.8%
ICICI Bank Ltd.FinancialEquity8.6%
Infosys Ltd.TechnologyEquity8.2%
Axis Bank Ltd.FinancialEquity5.8%
State Bank of India
FinancialEquity4.4%
Bajaj Finance Ltd.FinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.6%
Hindustan Unilever Ltd.FMCGEquity3.2%
Tata Consultancy Services Ltd.TechnologyEquity3.0%
Tata Motors Ltd.AutomobileEquity2.6%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

  • Lower expense ratio - 1.37%
  • 1Y Returns are higher than the category average returns

Cons

  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.37%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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