HSBC Multi Cap Equity Fund Direct

Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 554.95
Expense Ratio
1.78%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
85.6538
(-0.64 %)
NAV as on 2019-01-18
Returns
Fund
HSBC Multi Cap Equity Fund Direct
1 Year
-12.09%
3 Year
14.36%
5 Year
15.74%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
317, D.N. Road,Fort,, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,792
Portfolio Value
-208
Total Returns