HSBC Flexi Cap Fund - Growth

• Alpha -2.92%
• Beta 1.03
• Sharpe Ratio0.53
• Std Deviation 22.81%
• Tracking Error 4.57%

To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large, Mid, and Small Caps). The investmentcould be in any one, two or all three types of market capitalization. The Scheme aims to predominantly invest in equity and equity related securities.However, in line with the asset allocation pattern of the Scheme, it could move its assets between equity and fixed income securities depending on its view on these markets. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The HSBC Flexi Cap Fund - Growth has an AUM of 3350.27 crores & has delivered CAGR of 8.44% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in HSBC Flexi Cap Fund - Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.

The top holdings of the fund include Treps, Reliance Industries, Infosys & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are HSBC Flexi Cap Fund - Growth, Tata Flexi Cap Fund Regular Growth, Nippon India Flexi Cap Fund Regular Growth, Nippon India Flexi Cap Fund Regular Growth, Sundaram Flexi Cap Fund Regular Growth. HSBC Flexi Cap Fund - Growth has a sharpe ratio of 0.53 & a standard deviation of 22.81%.