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  • HSBC Flexi Cap Fund (Growth)

Formerly HSBC Multi Cap Equity Gr

HSBC Mutual Funds

HSBC Flexi Cap Fund (Growth)

EquityFlexi Cap

126.5652

NAV (Jan 27)

6.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

Flexi cap 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

126.5652

NAV (Jan 27)

Fund Returns

Last 1Y

-4.1%

Last 3Y

12%

Last 5Y

6.1%

Last 10Y

12.7%

Since Inception

14.3%

6 Month CAGR

3.8%

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 investmentcould 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 allocation pattern of the Scheme,it could move its assets 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.

Expense Ratio

1.98

Launched (19y ago)

Jan 28, 2004

AUM in Crores

3350.272

ISIN

INF336L01AF5

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.1

Standard Deviation (5yr)

20.7

Beta (3yr)

1

Beta (5yr)

1.03

Sharpe Ratio (3yr)

0.508

Sharpe Ratio (5yr)

0.197

YTM

0

Fund Managers

Venugopal Manghat

Fund Manager

Vihang Naik

Fund Manager

Neelotpal Sahai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Flexi Cap Fund (Growth)70%848,560 115,9486.1%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

icici bank ltd

6.1%
6.1%

reliance industries ltd

5.7%
5.7%

infosys ltd

5.1%
5.1%

hdfc bank ltd

4.7%
4.7%

tata consultancy services ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

28.7%
28.7%

consumer defensive

11%
11%

technology

10.7%
10.7%

industrials

9%
9%

consumer cyclical

8.9%
8.9%
See all sectors

Compare HSBC Flexi Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 88,124 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,130 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    7.3%

    5.9%

    8.4%

    4.6%

    7.2%

    5.2%

    6.1%

    5.9%

    %

    HSBC Flexi Cap Fund (G) Review

    HSBC Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 14.3% over a period of 19 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 managers are Neelotpal Sahai, Venugopal Manghat, Vihang Naik.

    Nav of HSBC Flexi Cap Fund (G) as of 1/27/2023 is ₹126.57 with the total AUM as of 1/29/2023 is ₹3350.272. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Flexi Cap Fund (G) was launched on Jan 28, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Flexi Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    HSBC Flexi Cap Fund (G) 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) is rated as a 2 fund in Equity and delivered -4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Flexi Cap Fund (G).

    Frequently Asked Questions

    What is HSBC Flexi Cap Fund (G)?

    HSBC Flexi Cap Fund (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in HSBC Flexi Cap Fund (G)?

    You can invest in HSBC Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HSBC Flexi Cap Fund (G)?

    The minimum sip amount for HSBC Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Flexi Cap Fund (G) good to invest in?

    As per Scripbox experts, HSBC Flexi Cap Fund (G) is a Neutral fund. You can investHSBC Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HSBC Flexi Cap Fund (G)?

    The expense ratio of the HSBC Flexi Cap Fund (G) is 1.98% for regular plan.