HSBC Multi Cap Fund - Regular - Growth
Category: Equity: Multi Cap
Launch Date: 05-01-2023
AUM:
₹ 4,755.97 Cr
Expense Ratio
1.86%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF336L01QQ8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Venugopal Manghat, Gautam Bhupal, Mahesh Chhabria, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Multi Cap Fund - Regular - Growth | 2.75 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 6.0 | 22.62 | 28.03 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
18.2506
Last change
-0.06 (-0.3556%)
Fund Size (AUM)
₹ 4,755.97 Cr
Performance
28.97% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Manager
Venugopal Manghat, Gautam Bhupal, Mahesh Chhabria, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.37 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.81 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.75 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 2.52 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 2.17 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 1.98 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.89 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 1.86 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 1.83 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 1.79 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.59 |
| Capital Goods | 12.48 |
| Healthcare | 7.06 |
| Information Technology | 6.9 |
| Fast Moving Consumer Goods | 6.48 |
| Consumer Services | 5.76 |
| Construction | 5.74 |
| Automobile and Auto Components | 4.71 |
| Chemicals | 2.77 |
| Oil, Gas & Consumable Fuels | 2.75 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| SBI Multicap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| Invesco India Multi Cap Gr | 25.32 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 26.78 |
| Canara Robeco Multi Cap Fund Reg Gr | 0.0 |
| Edelweiss Multi Cap Fund Reg Gr | 0.0 |