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
Benchmark Type	S&P BSE 500
Expense Ratio	1.39%
Min subscription	₹ 10,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 451
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Multicap 35 Fund - Direct Plan	1000	1000	12.98%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	11.95%
L&T India Value Fund - Direct Plan	1000	1000	9.45%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	15.38%
HDFC Equity Fund - Direct Plan	1000	1000	11.84%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	11.95%
Parag Parikh Long Term Equity Fund - Direct Plan	1000	1000	14.61%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	10
ICICI Bank Ltd	Equity	10
Housing Development Finance Corp Ltd	Equity	9
Reliance Industries Ltd	Equity	7
Infosys Ltd	Equity	6
Bajaj Finance Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Kotak Mahindra Bank Ltd	Equity	3
HCL Technologies Ltd	Equity	3
Axis Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash	3
Alternatives - Private Equity	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	26
Information Technology Services	10
Specialty Finance	9
Engineering & Construction	7
Oil & Gas Refining & Marketing	7

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

16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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