| Launch date | 10 Jan 2023 |
| Allotment date | 30 Jan 2023 |
| End date | 24 Jan 2023 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.60%
Inclusive of GST
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Mahesh A ChhabriaFeb 2025 - PresentView details
Venugopal ManghatJan 2023 - PresentView details
Mayank ChaturvediOct 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #21 in India |
|---|---|
| Total AUM | ₹1,40,597.86Cr |
| Date of Incorporation | 27 May 2002 |
|---|
HSBC Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,40,598 Cr and the Latest NAV as of 15 May 2026 is ₹19.75. The HSBC Multi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. ;
| Fund benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Multi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Multi Cap Fund Direct Growth | 5 | 6.7% | 22.9% | 5,500.08 |
Kotak Multicap Fund Direct Growth | 5 | 7.0% | 22.8% | 25,768.71 |
Mahindra Manulife Multi Cap Fund Direct Growth | 4 | 8.0% | 21.5% | 6,438.60 |
ICICI Prudential Multicap Fund Direct Plan Growth | 4 | 6.5% | 20.3% | 16,997.42 |
Nippon India Multi Cap Fund Direct Growth | 4 | 3.2% | 19.7% | 52,634.04 |