HSBC Multi Cap Equity Fund - Growth - Regular Plan

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  • Net Change on 24-05-2019

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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 -1.62 7.71 -0.03 11.05 10.64 15.16
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 0.39 8.83 8.64 14.72 10.43 13.63
S&P BSE 200 - TRI 0.51 9.10 10.10 16.22 11.93 10.00

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 -0.03 11.05 10.64 2.48 508.35
IDBI DIVERSIFIED EQUITY FUND Growth Regular Mar 28, 2014 -2.21 8.84 13.19 2.51 335.73
LIC MF Multicap Fund-Regular Plan-Growth Mar 31, 1998 7.27 10.03 6.60 2.47 277.93
Quant Active Fund-GROWTH OPTION Mar 20, 2001 6.28 13.42 14.84 2.48 6.76
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option Jan 29, 1994 5.03 11.29 8.10 2.67 216.16
Union Multi Cap Fund - Growth Option Jun 10, 2011 8.19 11.99 7.27 2.52 259.88

Fund Holdings as on 30-April-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Axis Bank Ltd.

  • Reliance Industries Ltd.

  • Bharat Financial Inclusion Ltd.

  • Bajaj Finance Ltd.

  • Infosys Ltd.

  • Larsen & Toubro Ltd.

  • Yes Bank Ltd.

  • Vedanta Ltd.

  • The Indian Hotels Company Ltd.

  • Aurobindo Pharma Ltd.

  • ITC Ltd.

  • HCL Technologies Ltd.

  • Sun TV Network Ltd.

  • Supreme Industries Ltd.

  • Reverse Repos / Treps

  • Vinati Organics Ltd.

  • Kajaria Ceramics Ltd.

  • Gayatri Projects Ltd.

  • NCC Ltd.

  • Sun Pharmaceutical Ind Ltd.

  • RBL Bank Ltd.

  • Graphite India Ltd.

  • Prestige Estates Projects Ltd.

  • State Bank of India

  • Orient Electric Ltd.

  • Somany Ceramics Ltd.

  • Sterlite Technologies Ltd.

  • ICICI Securities Ltd.

  • Finolex Cables Ltd.

  • Balkrishna Industries Ltd.

  • Jindal Steel & Power Ltd.

  • Apollo Tyres Ltd.

  • Aarti Industries Ltd.

  • Sanghvi Movers Ltd.

  • Srikalahasthi Pipes Ltd.

  • NCL Industries Ltd.

  • Balrampur Chini Mills Ltd.

  • Arvind Fashions Ltd.

  • Balaji Amines 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

  • Pharmaceuticals & Drugs

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • TV Broadcasting & Software Production

  • Plastic Products

  • Cable

  • Tyres & Allied

  • Miscellaneous

  • Electrodes & Welding Equipment

  • Household & Personal Products

  • Construction - Real Estate

  • Bank - Public

  • Finance - Stock Broking

  • Steel/Sponge Iron/Pig Iron

  • Castings/Forgings

  • Cement & Construction Materials

  • Sugar

  • Retailing

  • 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 24-Feb-2004 and currently has an AUM of ₹508.35 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 ₹1.97(2.34%)yesterday to ₹86.16.

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