HSBC Multi Cap Equity Fund - Growth - Regular Plan

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  • Net Change on 19-02-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

Seeks long term capital growth through investments across all market capitalisations, including small, mid and large cap stocks. It aims to be predominantly invested in equity & equity related securities. However it could move a significant portion of its assets towards fixed income securities if the fund manager becomes negative on equity markets.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Multi Cap Equity Fund - Growth -4.77 -4.56 -11.05 11.95 14.02 14.68
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 -3.94 -2.88 -1.71 13.73 12.76 13.35
S&P BSE 200 - TRI -3.86 -2.75 -0.42 15.24 14.27 9.17

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Multi Cap Equity Fund - Growth Feb 24, 2004 -11.05 11.95 14.02 2.59 534.85
Quant Active Fund-GROWTH OPTION Mar 20, 2001 -7.31 12.65 18.70 2.50 6.66
Sahara Star Value Fund-Growth Option Aug 29, 2009 -15.82 12.46 14.34 2.53 0.40
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option Jul 22, 2005 -15.06 6.85 9.73 2.24 8.61
Sahara Wealth Plus Fund-Variable Pricing Option-Growth Option Jul 22, 2005 -15.06 6.85 9.73 2.24 8.61
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option Jan 29, 1994 -7.94 10.70 11.16 2.77 205.93

Fund Holdings as on 31-January-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • Bharat Financial Inclusion Ltd.

  • Axis Bank Ltd.

  • Reliance Industries Ltd.

  • Bajaj Finance Ltd.

  • Yes Bank Ltd.

  • Vedanta Ltd.

  • Larsen & Toubro Ltd.

  • HCL Technologies Ltd.

  • ITC Ltd.

  • Aurobindo Pharma Ltd.

  • The Indian Hotels Company Ltd.

  • Vinati Organics Ltd.

  • Maruti Suzuki India Ltd.

  • Supreme Industries Ltd.

  • Eicher Motors Ltd.

  • Tata Motors Ltd.

  • Gayatri Projects Ltd.

  • Kajaria Ceramics Ltd.

  • NCC Ltd.

  • Aarti Industries Ltd.

  • Colgate Palmolive (India) Ltd.

  • Odisha Cement Ltd.

  • State Bank of India

  • Cholamandalam Investment & Finance Company Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • RBL Bank Ltd.

  • Galaxy Surfactants Ltd.

  • Orient Electric Ltd.

  • Jindal Steel & Power Ltd.

  • ICICI Securities Ltd.

  • Balrampur Chini Mills Ltd.

  • Somany Ceramics Ltd.

  • Sun Pharmaceutical Ind Ltd.

  • Balkrishna Industries Ltd.

  • Bharti Airtel Ltd.

  • Balaji Amines Ltd.

  • Finolex Cables Ltd.

  • Prestige Estates Projects Ltd.

  • Sadbhav Engineering Ltd.

  • Sanghvi Movers Ltd.

  • Srikalahasthi Pipes Ltd.

  • NCL Industries Ltd.

  • Reverse Repos / Treps

  • Arvind Fashions Ltd.

  • Welspun India Ltd.

  • Vodafone Idea Ltd.

  • Kridhan Infra Ltd.

  • Arvind Ltd.

  • The Anup Engineering Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Engineering - Construction

  • Refineries

  • Chemicals

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Cigarettes/Tobacco

  • Ceramics/Marble/Granite/Sanitaryware

  • Hotel, Resort & Restaurants

  • Automobiles - Passenger Cars

  • Plastic Products

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Telecommunication - Service Provider

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Finance - Stock Broking

  • Sugar

  • Tyres & Allied

  • Cable

  • Construction - Real Estate

  • Textile

  • Miscellaneous

  • Castings/Forgings

  • Unspecified

  • Steel & Iron Products

  • Engineering - Industrial Equipments

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About HSBC Multi Cap Equity Fund

Scheme Analysis

HSBC Multi Cap Equity Fund is a Equity - Multi Cap Fund fund and belongs to HSBC Mutual Fund. It was launched on 24-Feb-2004 and currently has an AUM of ₹534.85 crore. HSBC Multi Cap Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of HSBC Multi Cap Equity Fund ended up ₹0.17(0.22%)yesterday to ₹78.17.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., ICICI Bank Ltd. and Infosys Ltd.

The HSBC Multi Cap Equity Fund is managed by Neelotpal Sahai .

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600

Fund Manager

  • Education:B.Tech from IT-BHU varanasi, PGDM from IIM Calcutta
  • Experience:18 Years
  • Basic Details:Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.
  • Funds Managed:
  • HSBC Equity Hybrid Fund
  • HSBC Large Cap Equity Fund
  • HSBC Multi Cap Equity Fund
  • HSBC Small Cap Equity Fund
  • Cash

  • Equity

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