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HSBC Multi Cap Equity Fund - Direct Plan

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

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 330
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 Multicap 35 Fund - Direct Plan	1000	1000	3.49%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	7.09%
L&T India Value Fund - Direct Plan	1000	1000	2.51%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	9.18%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	8.1%
HDFC Equity Fund - Direct Plan	1000	1000	3.52%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	7.09%
Parag Parikh Long Term Equity Fund - Direct Plan	1000	1000	15.29%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	8.1%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd	Equity	10
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	7
Infosys Ltd	Equity	6
Hindustan Unilever Ltd	Equity	6
Bajaj Finance Ltd	Equity	5
Bharti Airtel Ltd	Equity	4
HCL Technologies Ltd	Equity	4
Shree Cement Ltd	Equity	3
Tata Consultancy Services Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	30
Technology	13
Consumer Defensive	12
Energy	10
Basic Materials	9

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