HSBC Flexi Cap Fund Growth Direct

• Alpha -1.86%
• Beta 1.03
• Sharpe Ratio0.71
• Std Deviation 15.74%
• Tracking Error 4.58%

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 Direct has an AUM of 4700.30 crores & has delivered CAGR of 27.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.17%. The minimum investment in HSBC Flexi Cap Fund Growth Direct is Rs 5000 and the minimum SIP is Rs 500.

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

The top holdings of the fund include Hdfc Bank, Icici Bank, Infosys & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Electronic Instr. & Controls.

Some of the similar funds are JM Flexicap Fund (Direct) Growth Option, HSBC Flexi Cap Fund Growth Direct, PGIM India Flexi Cap Fund Direct Growth, WhiteOak Capital Flexi Cap Fund Direct Growth, Bajaj Finserv Flexi Cap Fund Direct Growth. HSBC Flexi Cap Fund Growth Direct has a sharpe ratio of 0.71 & a standard deviation of 15.74%.