| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.51% |
| NAV | ₹78.14 (10 Jul 2020) |
|---|---|
| Fund Started | 24 Feb 2004 |
| Fund Size | ₹321 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.3% |
| ICICI Bank Ltd. | Financial | Equity | 9.4% |
| Reliance Industries Ltd. | Energy | Equity | 8.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.8% |
| Bharti Airtel Ltd. | Communication | Equity | 4.6% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Bajaj Finance Ltd. | Financial | Equity | 3.9% |
| HCL Technologies Ltd. | Technology | Equity | 3.7% |
| Shree Cement Ltd. | Construction | Equity | 3.5% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 2.4% |
HSBC Multi Cap Equity Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 24 Feb 2004. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹321 Cr and the Latest NAV as of 10 Jul 2020 is ₹78.14.
The HSBC Multi Cap Equity Fund 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
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.
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.