HSBC Multi Cap Equity Fund - Growth - Direct Plan

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  • Net Change on 24-04-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 Direct 1.06 7.90 -1.86 11.70 13.62 15.38
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 2.08 6.83 5.66 13.84 12.43 13.66
S&P BSE 200 - TRI 2.10 7.08 6.98 15.29 13.95 10.02

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 Direct Feb 24, 2004 -1.86 11.70 13.62 2.56 531.29
IDBI DIVERSIFIED EQUITY FUND Growth Direct Mar 28, 2014 -5.24 8.20 15.42 2.47 349.41
LIC MF Multicap Fund-Direct Plan-Growth Mar 31, 1998 2.84 7.84 8.01 2.21 277.58
Quant Active Fund-GROWTH OPTION-Direct Plan Mar 20, 2001 1.48 12.73 17.41 2.50 7.09
Taurus Starshare (Multi Cap) Fund -Direct Plan-Growth Option Jan 29, 1994 -1.22 10.18 10.29 2.79 215.58
Union Multi Cap Fund - Direct Plan - Growth Option Jun 10, 2011 3.10 10.94 9.28 2.65 254.17

Fund Holdings as on 31-March-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharat Financial Inclusion Ltd.

  • Axis Bank Ltd.

  • Reliance Industries Ltd.

  • Yes Bank Ltd.

  • Bajaj Finance Ltd.

  • Infosys Ltd.

  • Larsen & Toubro Ltd.

  • ITC Ltd.

  • Vedanta Ltd.

  • Sun TV Network Ltd.

  • The Indian Hotels Company Ltd.

  • Aurobindo Pharma Ltd.

  • Supreme Industries Ltd.

  • HCL Technologies Ltd.

  • Vinati Organics Ltd.

  • Kajaria Ceramics Ltd.

  • NCC Ltd.

  • Gayatri Projects Ltd.

  • Graphite India Ltd.

  • RBL Bank Ltd.

  • Sterlite Technologies Ltd.

  • State Bank of India

  • Aarti Industries Ltd.

  • Somany Ceramics Ltd.

  • Eicher Motors Ltd.

  • Orient Electric Ltd.

  • ICICI Securities Ltd.

  • Balkrishna Industries Ltd.

  • Sun Pharmaceutical Ind Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Apollo Tyres Ltd.

  • Jindal Steel & Power Ltd.

  • Prestige Estates Projects Ltd.

  • Finolex Cables Ltd.

  • Srikalahasthi Pipes Ltd.

  • Sanghvi Movers Ltd.

  • NCL Industries Ltd.

  • Reverse Repos / Treps

  • Balaji Amines Ltd.

  • Arvind Fashions Ltd.

  • Balrampur Chini Mills Ltd.

  • Welspun India Ltd.

  • Kridhan Infra Ltd.

  • Galaxy Surfactants Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Engineering - Construction

  • Refineries

  • Chemicals

  • Pharmaceuticals & Drugs

  • Ceramics/Marble/Granite/Sanitaryware

  • Cigarettes/Tobacco

  • Metal - Non Ferrous

  • TV Broadcasting & Software Production

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Cable

  • Plastic Products

  • Electrodes & Welding Equipment

  • Household & Personal Products

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Finance - Stock Broking

  • Steel/Sponge Iron/Pig Iron

  • Construction - Real Estate

  • Castings/Forgings

  • Miscellaneous

  • Cement & Construction Materials

  • Retailing

  • Sugar

  • Textile

  • Steel & Iron Products

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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 01-Jan-2013 and currently has an AUM of ₹531.29 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 ₹0.81(0.89%)yesterday to ₹91.78.

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