HSBC Multi Cap Fund
Multi Cap Fund
Launch Date: 10 Jan 2023
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Faces weak overall performance with average consistency, though data is limited due to shorter track record.
HSBC Multi Cap Fund
Multi Cap Fund
Fund Health
Returns 📈
Typically 22-25% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Hsbc Multi Cap Fund New | — | 23% | 0% | Good |
Kotak Multicap Fund New | — | 22% | 0% | Good |
Lic Mf Multi Cap Fund New | — | 19% | 0% | Good |
Nifty500 Multicap Benchmark | 16% | 18% | 14% | — |
Multi Cap Fund Category Average | 18% | 18% | 12% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2024
2025
2026
Index
Fund
When market falls
No drawdown data available.
Recovery time after falls
6 months
Fund
|
7 months
Index
Average time taken to recover after a major fall
Fastest recovery
18 days|13 days
Slowest recovery
23 mth|24 mth
Details
AUM
₹290 Cr
Expense Ratio
0.58%
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) 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
Minimum Amount
₹5000.00
Fund Manager
Venugopal Manghat, Gautam Bhupal, Mahesh Chhabria, Sonal Gupta
Fund House
HSBC Asset Management (India) Private Ltd.
Launch Date
10 Jan 2023
Age
3 years
Category
Multi Cap Fund
Benchmark
NIFTY500 MULTICAP TRI
FAQs
Is HSBC Multi Cap Fund a good mutual fund?
HSBC Multi Cap Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around —
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Average
Compared with other funds in the Multi Cap Fund category, it has delivered worse returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
* This fund is 3 years old and data is limited for different market cycles.
Should I invest in HSBC Multi Cap Fund?
HSBC Multi Cap Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
* This fund is 3 years old and data is limited for different market cycles.
Is HSBC Multi Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, HSBC Multi Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 3 years old and data is limited for different market cycles.
Can I lose money in HSBC Multi Cap Fund?
Yes.
Like all equity mutual funds, HSBC Multi Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately — of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 3 years old and data is limited for different market cycles.
What returns can I expect from HSBC Multi Cap Fund?
Historically, investors holding HSBC Multi Cap Fund for 5+ years experienced:
•
Typical returns around — p.a.
•
Best represented by recent returns of — p.a.
•
Worst historical outcome of — p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 3 years old and data is limited for different market cycles.
How long does HSBC Multi Cap Fund take to recover after a fall?
Historically, HSBC Multi Cap Fund has taken around 6 months to recover from major market declines.
The benchmark recovered in approximately 6 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 3 years old and data is limited for different market cycles.
Who should invest in HSBC Multi Cap Fund?
HSBC Multi Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Multi Cap Fund funds
Who should avoid HSBC Multi Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is HSBC Multi Cap Fund suitable for SIP investing?
HSBC Multi Cap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that HSBC Multi Cap Fund earns less than a fixed deposit?
Historically, investors holding HSBC Multi Cap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 3 years old and data is limited for different market cycles.
How consistent is HSBC Multi Cap Fund?
HSBC Multi Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 38%
•
Bottom performer: 16%
* This fund is 3 years old and data is limited for different market cycles.
Is the extra return from HSBC Multi Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, HSBC Multi Cap Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 3 years old and data is limited for different market cycles.
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