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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2976.09 Cr.
Expense Ratio
0.56% (inclusive of GST)
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HSBC Mutual Fund Managers
VM
Venugopal Manghat
Fund Manager since Jan 2023
Fund House Details
HSBC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Multi Cap Fund Direct Plan IDCW Payout |
32.21% |
4 |
|
Quant Active Fund IDCW Direct Plan Payout |
25.96% |
4 |
|
Mahindra Manulife Multi Cap Fund Direct Plan IDCW Payout |
25.41% |
3 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
About HSBC Multi Cap Fund Direct Growth
HSBC Multi Cap Fund Direct Growth is an open ended equity scheme under the HSBC Mutual Fund house. The scheme invests across small, mid, and large cap stocks. The combination of all three market cap groups in one portfolio reduces volatility as compared to standalone mid-cap or small-cap funds. This scheme has the Nifty 500 Multicap 50:25:25 Total Return Index as its set benchmark.
Investment Objective of The Scheme
The investment goal of HSBC Multi Cap Fund Direct Growth is to provide long-term capital appreciation from a portfolio of actively managed equities and equity-related securities across a range of market capitalisations. Multi-cap funds can be all-weather funds since the fund's diversification of market cap allocations supports it through multiple market cap cycles. The fund focuses on chosen dominating businesses in respective industries and employs sensible risk management. To profit from a beneficial market cycle, the fund can invest in any market cap sector, as well as debt securities and money market instruments.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.56% |
| Fund Manager | Venugopal Manghat |
| Fund Size | ₹2976.09 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are seeking capital growth via investments over a long period of time, HSBC Multi Cap Fund Direct Growth could be a good option for you to consider. The fund has the ability to provide excellent diversification as well as sustained superior performance. Through this scheme, you may invest in well-researched large caps with earnings growth visibility, comparatively under-owned mid caps, and under-explored small cap companies. However, as an investor, you also need to take into consideration your financial goals and risk tolerance because this scheme has very high risk levels.
AMC Contact Details
| Name | HSBC Mutual Fund |
| Launch Date | May 2002 |
| Addresss | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
| Contact | 1800-200-2434 / 1800 4190 200 |
| investor.line@mutualfunds.hsbc.co.in | |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
