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).
No single fund can achieve what a plan can. Learn why
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.
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.
HSBC Asset Management(India)Private Ltd manages assets worth 11,675 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HSBC Flexi Cap Fund (G)
About HSBC Flexi Cap Fund (G)
HSBC Flexi Cap Fund (G) is a diversified equity fund and has delivered an annualised return of 15.3% 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.
HSBC Flexi Cap Fund (G) 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 (G) NAV,AUM,Risk
The HSBC Flexi Cap Fund (G) fund was launched on Jan 28, 2004. The NAV (Net Asset Value) of this diversified equity as of 2021-07-30 is ₹ 121.5724. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 384.743. The category risk of the HSBC Flexi Cap Fund (G) fund is Very High Risk.
The fund charges 2.51 % as expense ratio.
HSBC Flexi Cap Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 99.6% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and infosys ltd
HSBC Flexi Cap Fund (G) 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 (G) 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 (G) Review
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 2 out of 5 based on consistency of performance over various years / tenures.
