HSBC Multi Cap Equity Fund Growth-2.46%

2Groww
-32.98%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Multi Cap Equity Fund Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.57%
NAV59.69 (03 Apr 2020)
Fund Started24 Feb 2004
Fund Size410 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Multi Cap Equity Fund Growth
-33.0%
-8.3%
-2.1%
11.7%
Category Average
-22.0%
-5.2%
0.9%
-
Rank within category
44
34
32
-
*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 -33.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.1%
    ICICI Bank Ltd.FinancialEquity9.7%
    Bajaj Finance Ltd.FinancialEquity6.5%
    Reliance Industries Ltd.EnergyEquity5.5%
    Infosys Ltd.TechnologyEquity5.4%
    State Bank of IndiaFinancialEquity4.4%
    Kotak Mahindra Bank Ltd.FinancialEquity4.0%
    ICICI Securities Ltd.FinancialEquity3.5%
    Larsen & Toubro Ltd.ConstructionEquity2.9%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    See All

    Other Details

    HSBC Multi Cap Equity Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 24 Feb 2004. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹410 Cr and the Latest NAV as of 03 Apr 2020 is ₹59.69.

    The HSBC Multi Cap Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. 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)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

    Compare Funds

    HSBC Multi Cap Equity Fund Growth
    VS
    search

    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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹2,000
    + ₹5,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available