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HSBC Multi Cap Equity Fund (Growth)

Formerly HSBC India Opportunities Gr
Returns (5yrs)
3.84 %
Latest NAV
78.39

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Fund Information

as on 10th of July, 07:04 PM

HSBC Asset Management(India)Private Ltd

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.

Fund Managers

  • profile-pic
    Neelotpal Sahai
  • expense-ratio
    Expense Ratio
    2.51
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 320.61 Crores
    ISIN
    ISIN
    INF336L01AF5
  • Category Risk:

    Moderately High risk

Holding Information

as on 10th of July, 07:04 PM

Top Holding

Hdfc Bank Ltd
10%
Icici Bank Ltd
9%
Reliance Industries Ltd
9%
Hindustan Unilever Ltd
6%
Infosys Ltd
5%

Top Sectors

Financial Services
29%
Consumer Defensive
13%
Basic Materials
11%
Technology
10%
Energy
9%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 10th of July, 07:04 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 10th of July, 07:04 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

HSBC Multi Cap Equity Fund - Growth is a Diversified Equity fund and has delivered an annualised return of 3.84% over a period of 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers names are Neelotpal Sahai. 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. The fund charges 2.51000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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