Formerly HSBC Flexi Cap DR
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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.
17 Years. The fund has an Extended history for analysis and the track record is excellent.
413 Cr. Medium within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
NAV (Oct 26)
6 Month CAGR
To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large,Mid,and Small Caps). 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. However,in line with the asset 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.
Low to Moderate
Very High Risk
Launched (17y ago)
|Feb 24, 2004|
AUM in Crores
|IISL Nifty 500 TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 20,371 cr
₹ 5,357 cr
₹ 5,218 cr
₹ 3,953 cr
₹ 3,346 cr
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 12,915 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 15.7% 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
To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large,Mid,and Small Caps). 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. However,in line with the asset 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. . However, there is no assurance that the objective of the scheme will be realized.
The HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) fund was launched on Feb 24, 2004. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-26 is ₹36.74. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹412.164. The category risk of the HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 2.52 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 99.7% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , axis bank ltd , bajaj finance ltd , state bank of india , larsen & toubro ltd , tata consultancy services ltd , reliance industries ltd , tata motors ltd , hindustan unilever ltd , titan co ltd , coforge ltd , shree cement ltd , dalmia bharat ltd , srf ltd , amber enterprises india ltd ordinary shares , apl apollo tubes ltd , hcl technologies ltd , laurus labs ltd , jindal steel & power ltd , somany ceramics ltd , ultratech cement ltd , gland pharma ltd , alkem laboratories ltd , arvind ltd , zomato ltd , deepak nitrite ltd , pi industries ltd , navin fluorine international ltd , sun pharmaceuticals industries ltd , atul ltd , kei industries ltd , crompton greaves consumer electricals ltd , polycab india ltd , gujarat state petronet ltd , prestige estates projects ltd , vinati organics ltd , quess corp ltd , honeywell automation india ltd , ipca laboratories ltd , max healthcare institute ltd ordinary shares , ashok leyland ltd , lupin ltd , abbott india ltd , birlasoft ltd , birla corp ltd , emami ltd , sudarshan chemical industries ltd , avanti feeds ltd , reverse repos , maruti suzuki india ltd , dlf ltd , net current assets (including cash & bank balances) , treps
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 Income Distribution cum Capital Withdrawal (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
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