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 India TR INR |
| Expense Ratio | 1.39% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 437 |
| AMC AUM (in Crs.) | ₹ 11,054 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.72% | |
| 1000 | 1000 | 11.14% | |
| 1000 | 1000 | 8.75% | |
| 1000 | 1000 | 14.99% | |
| 1000 | 1000 | 14.36% | |
| 1000 | 1000 | 11.07% | |
| 1000 | 1000 | 11.14% | |
| 1000 | 1000 | 14.64% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 10 |
| HDFC Bank Ltd | Equity | 10 |
| Reliance Industries Ltd | Equity | 8 |
| Housing Development Finance Corp Ltd | Equity | 6 |
| Bajaj Finance Ltd | Equity | 6 |
| Infosys Ltd | Equity | 6 |
| ICICI Prudential Life Insurance Co Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 4 |
| ITC Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 46 |
| Energy | 8 |
| Technology | 8 |
| Basic Materials | 7 |
| Consumer Cyclical | 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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m