|Min SIP Amount||₹500|
|NAV||₹110.78 (25 Jan 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹364 Cr|
|HDFC Bank Ltd.||Financial||Equity||9.7%|
|ICICI Bank Ltd.||Financial||Equity||8.8%|
|Bajaj Finance Ltd.||Financial||Equity||5.8%|
|Axis Bank Ltd.||Financial||Equity||5.5%|
|Reliance Industries Ltd.||Energy||Equity||5.5%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||4.1%|
|Hindustan Unilever Ltd.||FMCG||Equity||4.0%|
|Maruti Suzuki India Ltd.||Automobile||Equity||3.1%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.8%|
HSBC Multi Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹364 Cr and the Latest NAV as of 25 Jan 2021 is ₹110.78.
The HSBC Multi Cap Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year
The scheme aims to invest across all market capitalisations including large, mid and small cap stocks. It will mainly focus on mid-cap companies, which have the potential to become large-caps over time. Though the fund will basically invest in equities, it may move some portion of its assets (up to 50 per cent) into debt and money market instruments, in case equity market tanks.
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.