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  • HSBC Mutual Funds
  • HSBC Flexi Cap Fund IDCW (RIDCW-A)

Formerly HSBC Flexi Cap DR

HSBC Mutual Funds

HSBC Flexi Cap Fund IDCW (RIDCW-A)

EquityDiversified

36.8769

NAV (Jan 21)

14.4%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

395 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

36.8769

NAV (Jan 21)

Fund Returns

Last 1Y

29.1%

Last 3Y

18.3%

Last 5Y

14.4%

Last 10Y

15.2%

Since Inception

15.5%

6 Month CAGR

15%

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Scheme Information

Investment Objective

To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large,Mid,and Small Caps). The investmentcould be in any one,two or all three types of market capitalization. The Scheme aims to predominantly invest in equity and equity related securities.However,in line with the asset allocation pattern of the Scheme,it could move its assets between equity and fixed income securities depending on its view on these markets. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio

2.53

Launched (18y ago)

Feb 24, 2004

AUM in Crores

394.082

ISIN

INF336L01AD0

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Neelotpal Sahai

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,386 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

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  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.2%

    5.4%

    4.5%

    7.2%

    3.7%

    6%

    -

    0%

    4.2%

    5.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    HSBC Flexi Cap Fund IDCW (RIDCW-A) Review

    HSBC Flexi Cap Fund IDCW (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 15.5% over a period of 17 years. The fund was previously known as HSBC Flexi Cap DR. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Neelotpal Sahai.

    Nav of HSBC Flexi Cap Fund IDCW (RIDCW-A) as of 21/01/2022 is ₹36.88 with the total AUM as of 22/01/2022 is ₹394.082. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Flexi Cap Fund IDCW (RIDCW-A) was launched on Feb 24, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Flexi Cap Fund IDCW (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HSBC Flexi Cap Fund IDCW (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    HSBC Flexi Cap Fund IDCW (RIDCW-A) is rated as a 3 fund in Equity and delivered 29.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Flexi Cap Fund IDCW (RIDCW-A).

    Frequently Asked Questions

    What is HSBC Flexi Cap Fund IDCW (RIDCW-A)?

    How to invest in HSBC Flexi Cap Fund IDCW (RIDCW-A)?

    What is the minimum sip amount of HSBC Flexi Cap Fund IDCW (RIDCW-A)?

    Is HSBC Flexi Cap Fund IDCW (RIDCW-A) good to invest in?

    What is the expense ratio of the HSBC Flexi Cap Fund IDCW (RIDCW-A)?