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.
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
Loading chart...
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
Home
Find Fund
Portfolio
Fund Detail
Compare