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  • HSBC Multi Cap Fund (Growth)
HSBC Mutual Funds

HSBC Multi Cap Fund (Growth)

EquityMulti Cap

17.1165

NAV (May 23)

50.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.1165

NAV (May 23)

Fund Returns

Last 1Y
60.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
50.7%
6 Month CAGR
26.8%

Scheme Information

Investment Objective

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
1.92
Launched (1y ago)
Jan 30, 2023
AUM in Crores
2976.093
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
Fund Managers

Kapil Punjabi

Fund Manager

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Gautam Bhupal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Multi Cap Fund (Growth)70%41,95,896 34,63,28460.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-23

Top Stock Holdings

kirloskar oil engines ltd

2.7%
2.7%

reliance industries ltd

2.6%
2.6%

ntpc ltd

2.3%
2.3%

power finance corp ltd

2.2%
2.2%

trent ltd

2.2%
2.2%
See all holdings

Allocation by Sector

financial services

22.9%
22.9%

industrials

20.4%
20.4%

consumer cyclical

11.3%
11.3%

technology

10.1%
10.1%

basic materials

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,121 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

31.4%

22.7%

5.5%

5.9%

27.2%

17.4%

4.8%

5.2%

20.8%

16%

HSBC Multi Cap Fund (G) Review

HSBC Multi Cap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 50.7% 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 5/23/2024 is ₹17.12 with the total AUM as of 5/24/2024 is ₹2976.093. 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 60.7% 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)?

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

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 1.92% for regular plan.