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HSBC Flexi Cap Fund - Direct Plan

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.

Suitability

To create wealth over long term.

• Investment in equity and equity related securities across market capitalizations

Fund Info

Scheme Class	Equity
Scheme Category	Multi-Cap
Expense Ratio	1.38%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 384
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Flexicap Fund - Direct Plan	1000	1000	8.48%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	12.0%
L&T India Value Fund - Direct Plan	1000	1000	8.98%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	14.49%
Kotak Flexicap Fund - Direct Plan	1000	1000	13.77%
HDFC Flexi Cap Fund - Direct Plan	1000	1000	11.85%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	12.0%
Parag Parikh Flexi Cap Fund - Direct Plan	1000	1000	17.66%
Kotak Flexicap Fund - Direct Plan	1000	1000	13.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	10
ICICI Bank Ltd	Equity	9
Infosys Ltd	Equity	7
Bajaj Finance Ltd	Equity	6
Axis Bank Ltd	Equity	6
Reliance Industries Ltd	Equity	5
Kotak Mahindra Bank Ltd	Equity	4
Hindustan Unilever Ltd	Equity	4
Maruti Suzuki India Ltd	Equity	3
Housing Development Finance Corp Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	40
Technology	11
Basic Materials	10
Consumer Cyclical	9
Healthcare	8

Fund Manager

Neelotpal Sahai

7+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

hsbcmf@hsbc.co.in

Phone

1800 200 2434

Address

HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort, Mumbai - 400 001

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m