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  • HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A)

Formerly HSBC Flexi Cap DR

HSBC Mutual Funds

HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A)

EquityDiversified

36.7355

NAV (Oct 26)

12.9%
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

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

Relative Size

413 Cr. Medium 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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Historical NAV

36.7355

NAV (Oct 26)

Fund Returns

Last 1Y
59.2%
Last 3Y
20.9%
Last 5Y
12.9%
Last 10Y
14.9%
Since Inception
15.7%
6 Month CAGR
29.7%
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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 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

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.52
Launched (17y ago)
Feb 24, 2004
AUM in Crores
412.164
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

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Equity Funds

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

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

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.

amc-img

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

    4.6%

    5.5%

    top-ranked-badge

    4.9%

    7.2%

    top-ranked-badge

    4%

    6%

    top-ranked-badge

    22.1%

    20.4%

    top-ranked-badge

    0%

    0%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    About HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A)

    About HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A)

    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

    HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) Investment Objective

    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.

    HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) NAV,AUM,Risk

    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.

    HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) Holdings

    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

    HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) Sip

    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.

    HSBC Flexi Cap Fund Income Distribution cum Capital Withdrawal (RIDCW-A) Investment volatility and Horizon

    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) Review

    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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