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HSBC Multi Cap Equity Fund - Growth

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Equity: Multi Cap | Open Ended Scheme

NAV : 87.1375

1.43 (1.64 %)

27-10-2020

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.

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹5000.0

Returns (since Feb 24, 2004)

13.85%

10 Year Returns

8.82 %

Doubled Money

1 Years 10 Months

Sharp Ratio

0.77 %

Volatility

15.47 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

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

Time Take To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
3 Years 8 Months
10 Years 2 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
HSBC Mutual Fund
Launch Date:
Feb 24, 2004
Expense Ratio:
2.51%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
325.16 Cr
Fund Manager(s):
Neelotpal Sahai
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
5000.0
Minimum Topup:
1000.0
Return since Launch:
13.85%

PROFILE

PERFORMANCE

Scheme Performance (%)

Data as on - 27-10-2020

Yearly Performance (%)

RETURNS CALCULATOR

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Multi Cap Equity Fund - Growth 24-02-2004 4.4 6.78 0.18 6.76 8.82
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 21.42 17.7 12.11 13.04 0.0
Quant Active Fund-GROWTH OPTION 21-03-2001 19.59 17.04 10.13 12.56 10.03
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 18.2 16.96 6.56 9.21 0.0
UTI - Equity Fund-Growth Option 05-08-2005 14.59 14.65 10.09 9.83 11.04
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 9.81 14.19 7.82 9.62 10.03
Union Multi Cap Fund - Growth Option 10-06-2011 8.17 11.62 5.28 7.14 0.0
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 5.51 10.98 2.87 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 4.63 6.4 0.33 6.46 11.86
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 14-08-1998 3.82 7.8 1.81 8.89 9.81

PORTFOLIO ANALYSIS

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