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).
Seeks long term capital growth through investments across all market capitalisations,including small,mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.51%
Expense Ratio
28th Jan, 2004
Launched (16y ago)
₹
330
AUM in Crores
INF336L01AF5
ISIN
No Lock-in
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Neelotpal Sahai
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
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About HSBC Multi Cap Equity Fund (Growth)
About HSBC Multi Cap Equity Fund (Growth)
HSBC Multi Cap Equity Fund (Growth) is a Diversified Equity fund and has delivered an annualised return of 13.8% over a period of 16 years.
The fund was previously known as HSBC India Opportunities Gr.
The fund is managed by HSBC Asset Management(India)Private Ltd.
The fund manager’s name is Neelotpal Sahai.
HSBC Multi Cap Equity Fund (Growth) Investment Objective
Seeks long term capital growth through investments across all market capitalisations,including small,mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.
However, there is no assurance that the objective of the scheme will be realized.
HSBC Multi Cap Equity Fund (Growth) NAV, AUM and Risk
The fund was launched on 2004-01-28. The NAV of the fund as of 2020-10-27 is ₹ 87.14. The total AUM of the fund as of 2020-10-27 is ₹ 330 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.51 % as expense ratio.
HSBC Multi Cap Equity Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 99.26% in this asset class.
The top three holdings of the fund are hdfc bank ltd, reliance industries ltd and icici bank ltd.
HSBC Multi Cap Equity Fund (Growth) 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 Multi Cap Equity Fund (Growth) 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 S&P BSE 200 India TR INR.
