HSBC Multi Cap Fund Regular Growth
- Multi-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹6,502.58 Cr
Expense Ratio
2.06%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
30 Jan 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.7% | -- |
| 3 Months | -0.82% | -- |
| 6 Months | +14.59% | -- |
| 1 Year | +5.44% | +5.44% |
| 2 Years | -- | +0.49% |
| 3 Years | +53.93% | +15.46% |
| 5 Years | -- | 0% |
| Since Launch | +95.65% | +20.07% |
Holdings as on 5 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| TD Power Systems | 195.61 | 3.01 |
| HDFC Bank | 182.02 | 2.80 |
| Federal Bank | 166.94 | 2.57 |
| Treps | 166.64 | 2.56 |
| Apar Industries | 155.56 | 2.39 |
| ICICI Bank | 149.50 | 2.30 |
| Sai Life Sciences | 129.08 | 1.99 |
| Tata Motors | 128.73 | 1.98 |
| Reliance Industries | 128.60 | 1.98 |
| Navin Fluorine International | 126.97 | 1.95 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.71
Sharpe Ratio
17.44%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Multi Cap Fund Regular Plan Growth | +8.57% | +14.23% | +13.17% |
| Aditya Birla Sun Life Multi-Cap Fund Regular Growth | +5.29% | +12.1% | +10.86% |
| HSBC Multi Cap Fund Regular Growth | +5.44% | +15.46% | -- |
| Canara Robeco Multi Cap Fund Regular Growth | -1.67% | +11.29% | -- |
| Mirae Asset Multicap Fund Regular Growth | -1.69% | +10.63% | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The HSBC Multi Cap Fund Regular Growth has an AUM of 6502.58 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.06%. The minimum investment in HSBC Multi Cap Fund Regular Growth 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 fund has a present cash holding of %. The top holdings of the fund include TD Power Systems, HDFC Bank, Federal Bank, Treps.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Construction Services, Misc. Capital Goods.
Some of the similar funds are Mahindra Manulife Multi Cap Fund Regular Plan Growth, Aditya Birla Sun Life Multi-Cap Fund Regular Growth, HSBC Multi Cap Fund Regular Growth, Canara Robeco Multi Cap Fund Regular Growth, Mirae Asset Multicap Fund Regular Growth. HSBC Multi Cap Fund Regular Growth has a sharpe ratio of 0.71 & a standard deviation of 17.44%.
FAQs
According to the morning star rating HSBC Multi Cap Fund Regular Growth has a Medium risk & Exceptional return.
HSBC Multi Cap Fund Regular Growth is managed by Mahesh Chhabria,Venugopal Manghat,Mayank Chaturvedi.
The expense ratio of HSBC Multi Cap Fund Regular Growth is 2.06%.
The 5 year annualized return on HSBC Multi Cap Fund Regular Growth is 0.00% & it has generated 5.44% in the last 1 year.
The minimum investment in HSBC Multi Cap Fund Regular Growth is 5000 Rs.
HSBC Multi Cap Fund Regular Growth has an AUM of 6502.58 crores.
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