Formerly HSBC Multi Cap Equity Gr
₹ 106.2617
NAV (Feb 26)
Neutral
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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).
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
365 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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
Very High Risk
2.52 %
Expense Ratio
Jan 28, 2004
Launched (17y ago)
₹ 365
AUM in Crores
INF336L01AF5
ISIN
No Lock-in
Lock-in
IISL Nifty 500 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 10,110 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.
Liquid
Top Ranked
₹ 3,188 Cr
Fund Size
5.5%
3Y returns
Liquid
Top Ranked
₹ 3,188 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 3,188 Cr
Fund Size
5%
3Y returns
Liquid
Top Ranked
₹ 3,188 Cr
Fund Size
N/A
3Y returns
Liquid
Top Ranked
₹ 3,188 Cr
Fund Size
5.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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HSBC Flexi Cap Fund (G) is a diversified equity fund and has delivered an annualised return of 15.1% over a period of 17 years .The fund was previously known as HSBC Multi Cap Equity Gr.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 (G) fund was launched on Jan 28, 2004. The NAV (Net Asset Value) of this diversified equity as of 2021-02-26 is ₹ 106.2617. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 364.083. The category risk of the HSBC Flexi Cap Fund (G) fund is Very High Risk. The fund charges 2.52 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.5% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and infosys ltd
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 (G) 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 (G) 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.