HSBC Multi Cap Equity Fund Direct Growth-2.36%

2Groww
-17.18%
1 Year Return
Equity
Multi Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Multi Cap Equity Fund Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.38%
NAV88.11 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size438 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Multi Cap Equity Fund Direct Growth
-17.2%
3.0%
6.6%
11.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -17.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity10.0%
    ICICI Bank Ltd. Financial ServicesEquity8.0%
    Bharat Financial Inclusion Ltd.Financial ServicesEquity5.5%
    Infosys Ltd.ITEquity5.4%
    Axis Bank Ltd.Financial ServicesEquity4.2%
    Reliance Industries Ltd.EnergyEquity4.2%
    Bajaj Finance Ltd.Financial ServicesEquity3.7%
    ITC Ltd.Consumer GoodsEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.5%
    Yes Bank Ltd.Financial ServicesEquity3.1%
    See All

    Fund Managers

    addNeelotpal Sahai
    Education
    Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
    Experience
    Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
    Funds Managed

    Other Details

    HSBC Multi Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹438 Cr and the Latest NAV as of 08 Jul 2019 is ₹88.11.

    The HSBC Multi Cap Equity Fund Direct Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    To seeks long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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