HSBC Multi Cap Equity Fund Direct Growth-0.45%

2.93%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Multi Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.38%
NAV91.54 (29 Oct 2020)
Fund Started01 Jan 2013
Fund Size325 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Multi Cap Equity Fund Direct Growth
2.9%
0.6%
7.6%
11.7%
Category Average
-0.4%
1.8%
7.3%
-
Rank within category
18
32
24
-
*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
    0
    with 2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.38%
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns
    4. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.6%
    Reliance Industries Ltd.EnergyEquity8.6%
    ICICI Bank Ltd.FinancialEquity7.1%
    Infosys Ltd.TechnologyEquity6.2%
    Hindustan Unilever Ltd.FMCGEquity5.4%
    HCL Technologies Ltd.TechnologyEquity4.4%
    Bajaj Finance Ltd.FinancialEquity4.0%
    Axis Bank Ltd.FinancialEquity3.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.1%
    Bharti Airtel Ltd.CommunicationEquity2.6%
    See All

    HSBC Multi Cap Equity Fund Direct Growth Details

    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 ₹325 Cr and the Latest NAV as of 29 Oct 2020 is ₹91.54.

    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

    Investment Objective

    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.

    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)

    ₹5000
    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
    27 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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