HSBC Mutual Funds

HSBC Flexi Cap Fund Direct Plan Growth

EquityFlexi Cap
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Top Ranked

₹ 206.41

NAV (Mar 12)

19.935%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within flexi cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Scheme Information

Investment Objective

The scheme seeks long term capital growth through investments made dynamically across market capitalization. The investment could be in any one, two or all three types of market capitalization. The scheme aims to predominantly invest in equity and equity related securities.

Expense Ratio
1.16 %
Launched 12Y ago
2013-01-01
AUM in Crores
4182.8
ISIN
INF336L01DH5
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.6
Beta
1
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

4.63%
4.63%

ICICI Bank Ltd.

3.95%
3.95%

Infosys Ltd.

3.89%
3.89%

Reliance Industries Ltd.

3.81%
3.81%

Bharti Airtel Ltd.

2.66%
2.66%
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Allocation by Sector

Financial

20.06%
20.06%

Capital Goods

13.64%
13.64%

Services

11.94%
11.94%

Technology

11.24%
11.24%

Healthcare

6.16%
6.16%
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Frequently Asked Questions

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