HSBC Multi Cap Equity Fund - Growth - Regular Plan

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  • Net Change on 16-08-2019

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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 -6.30 -2.92 -13.35 3.53 7.37 14.27
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 -5.42 -1.85 -5.68 7.62 7.82 13.23
S&P BSE 200 - TRI -5.12 -1.17 -4.44 9.01 9.22 9.15

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Multi Cap Equity Fund - Growth Feb 24, 2004 Unrated -13.35 3.53 7.37 2.49 438.35
Kotak Standard Multicap Fund - Growth Sep 11, 2009 -2.08 9.77 13.16 1.73 24,959.68
HDFC Equity Fund - Growth Option Jan 01, 1995 -1.29 9.13 8.29 1.72 22,214.60
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -8.48 8.31 15.26 1.76 12,413.26
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -6.49 7.26 10.68 1.93 10,694.26
Franklin India Equity Fund - Growth Sep 29, 1994 -9.71 4.19 9.29 1.77 10,604.46

Fund Holdings as on 31-July-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Housing Development Finance Corporation Ltd.

  • Infosys Ltd.

  • Axis Bank Ltd.

  • Reliance Industries Ltd.

  • Bajaj Finance Ltd.

  • Larsen & Toubro Ltd.

  • State Bank of India

  • Kotak Mahindra Bank Ltd.

  • HCL Technologies Ltd.

  • Vedanta Ltd.

  • The Indian Hotels Company Ltd.

  • Supreme Industries Ltd.

  • Orient Electric Ltd.

  • Vinati Organics Ltd.

  • DLF Ltd.

  • ICICI Securities Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Kajaria Ceramics Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Gayatri Projects Ltd.

  • Prestige Estates Projects Ltd.

  • Aarti Industries Ltd.

  • Finolex Cables Ltd.

  • Somany Ceramics Ltd.

  • Sterlite Technologies Ltd.

  • NCC Ltd.

  • Net Current Assets (including cash & bank balances)

  • Jindal Steel & Power Ltd.

  • Sanghvi Movers Ltd.

  • NCL Industries Ltd.

  • Srikalahasthi Pipes Ltd.

  • Balaji Amines Ltd.

  • Reverse Repos / Treps

  • Thermax Ltd.

  • Kridhan Infra Ltd.

  • Arti Surfactants Ltd. $

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  • Bank - Private

  • Finance - Housing

  • IT - Software

  • Engineering - Construction

  • Refineries

  • Finance - NBFC

  • Bank - Public

  • Chemicals

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Household & Personal Products

  • Cable

  • Finance - Stock Broking

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Cement & Construction Materials

  • Castings/Forgings

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Unspecified

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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 ₹438.35 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 down ₹-0.14(-0.18%)yesterday to ₹78.85.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., ICICI Bank Ltd. and Housing Development Finance Corporation 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 and Mid Cap Equity Fund
  • HSBC Large Cap Equity Fund
  • HSBC Multi Cap Equity Fund
  • Cash

  • Equity

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