HSBC Multi Cap Fund - Regular - Growth
Category: Equity: Multi Cap
Launch Date: 05-01-2023
AUM:
₹ 4,984.93 Cr
Expense Ratio
1.84%
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 | -2.48 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | -2.72 | 19.05 | 25.11 |
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
18.3108
Last change
-0.17 (-0.9295%)
Fund Size (AUM)
₹ 4,984.93 Cr
Performance
27.38% (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/- | 4.29 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.17 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.68 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 2.56 |
| Bajaj Finance Limited | 2.46 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 2.24 |
| ZOMATO LIMITED EQ | 1.96 |
| Shriram Finance Limited | 1.94 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 1.85 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.8 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.71 |
| Capital Goods | 12.11 |
| Healthcare | 7.49 |
| Information Technology | 6.93 |
| Consumer Services | 6.77 |
| Construction | 5.73 |
| Fast Moving Consumer Goods | 5.45 |
| Automobile and Auto Components | 5.0 |
| Oil, Gas & Consumable Fuels | 3.17 |
| Consumer Durables | 2.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Motilal Oswal 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 |
| Canara Robeco Multi Cap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 31.59 |
| Invesco India Multi Cap Gr | 23.43 |
| Mirae Asset Multicap Fund Reg Gr | 0.0 |
| Sundaram Multi Cap Fund Gr | 22.33 |