HSBC Multi Cap Equity Fund Direct
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.
Suitability
To create wealth over long term.
• Investment in equity and equity related securities across market capitalizations
Fund Info
Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 550.5
Expense Ratio
1.85%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Multi-Cap |
| Benchmark Type | S&P BSE 500 |
| Scheme AUM (in Crs.) | ₹ 550.5 |
| Expense Ratio | 1.85% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 10707 |
| Min Subscription | ₹ 10000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.81
Bharat Financial Inclusion Ltd.
Equity
5.67
ICICI Bank Ltd.
Equity
5.62
Bajaj Finance Ltd.
Equity
5.62
Yes Bank Ltd.
Equity
5.55
Infosys Ltd.
Equity
4.80
Reliance Industries Ltd.
Equity
3.97
Larsen & Toubro Ltd.
Equity
3.12
ITC Ltd.
Equity
3.04
Mahindra & Mahindra Ltd.
Equity
2.93
Sector Allocation(%)
Sector
Percent
Technology
8.14
Metals
7.97
Financial
37.25
Construction
11.96
Automobile
10.64
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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