- Mutual Funds
- HSBC Mutual Funds
- HSBC Multi Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.1696
NAV (Apr 22)
Fund Returns
Last 1Y | 60.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 48% |
6 Month CAGR | 26.6% |
Scheme Information
The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 1.97 |
Launched (1y ago) | Jan 30, 2023 |
AUM in Crores | 2669.864 |
ISIN | INF336L01QQ8 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Multi Cap Fund (Growth) | 41,54,294 | 34,21,682 | 60.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
2.9%kirloskar oil engines ltd
2.5%larsen & toubro ltd
2.4%ntpc ltd
2.4%trent ltd
2.2%Allocation by Sector
financial services
21.4%industrials
19.8%technology
11.4%consumer cyclical
10.8%basic materials
8.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.2% | 22.1% | ||
5.3% | 5.9% | ||
27.4% | 16.9% | ||
21% | 15.6% | ||
4.5% | 5.1% |
HSBC Multi Cap Fund (G) Review
HSBC Multi Cap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 48% over a period of 1 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Kapil Punjabi, Sonal Gupta, Venugopal Manghat.
Nav of HSBC Multi Cap Fund (G) as of 4/22/2024 is ₹16.17 with the total AUM as of 4/23/2024 is ₹2669.864. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Multi Cap Fund (G) was launched on Jan 30, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Multi Cap Fund (G) is ₹0 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 Multi 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 Nifty 500 Multicap 50:25:25 TR INR.
HSBC Multi Cap Fund (G) is rated as a 0 fund in Equity and delivered 60.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Multi Cap Fund (G).
Frequently Asked Questions
What is HSBC Multi Cap Fund (G)?
How to invest in HSBC Multi Cap Fund (G)?
You can invest in HSBC Multi 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 Multi Cap Fund (G)?
The minimum sip amount for HSBC Multi Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HSBC Multi Cap Fund (G) good to invest in?
As per Scripbox experts, HSBC Multi Cap Fund (G) is a Not Reviewed Yet fund. You can investHSBC Multi 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 Multi Cap Fund (G)?
The expense ratio of the HSBC Multi Cap Fund (G) is 1.97% for regular plan.