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.)
₹ 505.81
Expense Ratio
1.84%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11054
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.) | ₹ 505.81 |
| Expense Ratio | 1.84% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 11054 |
| Min Subscription | ₹ 10000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
10
ICICI Bank Ltd
Equity
9
Bharat Financial Inclusion Ltd
Equity
6
Axis Bank Ltd
Equity
5
Reliance Industries Ltd
Equity
5
Yes Bank Ltd
Equity
5
Bajaj Finance Ltd
Equity
5
Infosys Ltd
Equity
5
Larsen & Toubro Ltd
Equity
3
ITC Ltd
Equity
3
Asset Allocation(%)
Equity
100
Cash
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
32
Credit Services
10
Information Technology Services
7
Engineering & Construction
6
Oil & Gas Refining & Marketing
6
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.
Launch Date
27 May 2002
Sponsor
NA
Email
hsbcmf@hsbc.co.in
Phone
1800 200 2434
Address
16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001
HSBC Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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