HSBC Multi Cap Fund - Regular - Growth
Category: Equity: Multi Cap
Launch Date: 05-01-2023
AUM:
₹ 4,276.29 Cr
Expense Ratio
1.87%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF336L01QQ8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Venugopal Manghat, Kapil Punjabi, Gautam Bhupal, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Multi Cap Fund - Regular - Growth | 2.56 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.57 | 17.02 | 27.33 |
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
17.1933
Last change
-0.12 (-0.7113%)
Fund Size (AUM)
₹ 4,276.29 Cr
Performance
27.31% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization.
Fund Manager
Venugopal Manghat, Kapil Punjabi, Gautam Bhupal, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.27 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 3.0 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.91 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.3 |
| NTPC LIMITED EQ | 2.07 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.99 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 1.98 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 1.94 |
| JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | 1.86 |
| Shriram Finance Limited | 1.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.61 |
| Capital Goods | 10.49 |
| Information Technology | 8.73 |
| Healthcare | 7.76 |
| Consumer Services | 6.19 |
| Fast Moving Consumer Goods | 6.07 |
| Construction | 5.47 |
| Automobile and Auto Components | 4.92 |
| Chemicals | 3.05 |
| Services | 2.56 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| SBI Multicap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 26.33 |
| Canara Robeco Multi Cap Fund Reg Gr | 0.0 |
| Edelweiss Multi Cap Fund Reg Gr | 0.0 |
| Invesco India Multi Cap Gr | 24.27 |
| Sundaram Multi Cap Fund Gr | 23.71 |