HSBC Flexi Cap Fund - Regular Growth

(Erstwhile HSBC India Opportunities Fund - Growth)
Fund House: HSBC Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 24-02-2004
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.97% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,245.42 Cr As on (31-03-2024)
Turn over: 19% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

185.5664

15.58%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
3 Years 8 Months
10 Years 2 Months
16 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to invest across all market capitalisations including large, mid and small cap stocks. It will mainly focus on mid-cap companies, which have the potential to become large-caps over time. Though the fund will basically invest in equities, it may move some portion of its assets (up to 50 per cent) into debt and money market instruments, in case equity market tanks.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.7
Sharpe Ratio 1.2
Alpha 2.42
Beta 0.86
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 43.25 19.65 21.13 16.36 15.0
JM Flexicap Fund (Regular) - Growth option 23-09-2008 62.1 32.29 29.02 23.2 19.36
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 61.97 26.72 28.0 - -
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 60.69 27.94 31.92 30.42 22.9
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 55.43 23.2 17.04 13.95 -
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 52.46 - - - -
Invesco India Flexi Cap Fund - Growth 14-02-2022 48.49 22.88 - - -
Franklin India Flexi Cap Fund - Growth 29-09-1994 44.91 22.2 23.54 18.72 17.1
ICICI Prudential Flexicap Fund - Growth 05-07-2021 43.62 23.39 - - -
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 43.6 25.06 27.85 19.47 16.7

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.2%

Others

1.15%

Large Cap

62.78%

Mid Cap

17.87%

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