HSBC Multi Cap Fund - Regular - Growth

Fund House: HSBC Mutual Fund
Category: Equity: Multi Cap
Launch Date: 30-01-2023
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
TER: 1.97% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,669.86 Cr As on (31-03-2024)
Turn over: 13% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

15.9735

47.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
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
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
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 Multi Cap Fund - Regular - Growth 30-01-2023 58.21 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 57.55 30.64 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 52.37 27.64 18.42 - -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 52.12 - - - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 51.9 29.64 32.24 20.42 17.56
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 51.06 21.76 27.2 28.3 22.86
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 50.86 20.17 25.83 22.87 -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 50.05 23.72 - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 48.93 25.18 25.21 18.09 17.17
HDFC Multi Cap Fund - Growth Option 07-12-2021 48.62 28.16 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

33.91%

Others

2.38%

Large Cap

39.05%

Mid Cap

24.66%

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