HSBC Flexi Cap Fund

Equity · Flexi Cap
 · ★★
500
Min SIP
5,000
Min Lumpsum
1.22 %
Expense Ratio
★★
Rating
3,216
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 08 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.6% 24.6% 10.6% 14%
Category Average 15.8% 25.5% 12.6% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
4.83%
Reliance Industr
4.77%
ITC
4.3%
Infosys
4.16%
ICICI Bank
4.11%
Others
77.83%
Banks
17.36%
IT-Software
10.25%
Pharmaceuticals & Biotech
6.74%
Finance
6.7%
Diversified FMCG
5.89%
Others
53.06%
Equity
97.16%
Reverse Repos
2.77%
Net Curr Ass/Net Receivables
0.07%

Advance Ratio

0.09
Alpha
4.26
SD
0.94
Beta
0.48
Sharpe

Exit Load

Exit Load NIL

Fund Objective

To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large, Mid, and Small Caps). The investment could 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.

Fund Managers

Vihang Naik - Fund Manager

Vihang Naik is a fund manager at L&T Investment Management with an overall experience of 11 years in equity research. He manages L&T Long Term Advantage Fund and L&T Emerging Opportunities Fund and co-manages L&T Midcap Fund. Before this, he was a Research Analyst with MF Global Sify Securities, Motilal Oswal Securities and SBI Cap Limited. He manages an AUM of INR 29,807 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

Frequently Asked Questions

How to invest in HSBC Flexi Cap Fund ?

You can invest in HSBC Flexi Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Flexi Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Flexi Cap Fund ?

The NAV of HSBC Flexi Cap Fund is ₹151.2 as of 08 June 2023.

How to redeem HSBC Flexi Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Flexi Cap Fund?

The minimum SIP amount of HSBC Flexi Cap Fund is ₹500

What are the top sectors HSBC Flexi Cap Fund has invested in??

The top sectors HSBC Flexi Cap Fund has invested in are
  1. HDFC Bank - 4.83%
  2. Reliance Industr - 4.77%
  3. ITC - 4.3%
  4. Infosys - 4.16%
  5. ICICI Bank - 4.11%

How much returns have HSBC Flexi Cap Fund generated ?

The HSBC Flexi Cap Fund has delivered 14% since inception

What is the expense ratio of HSBC Flexi Cap Fund ?

The expense ratio of HSBC Flexi Cap Fund is 1.22 % as of 08 June 2023.

What is the AUM of HSBC Flexi Cap Fund?

The AUM of HSBC Flexi Cap Fund is ₹12,789 Cr as of 08 June 2023

What are the top stock holdings of HSBC Flexi Cap Fund?

The top stock holdings of HSBC Flexi Cap Fund are
  1. HDFC Bank - 4.83%
  2. Reliance Industr - 4.77%
  3. ITC - 4.3%
  4. Infosys - 4.16%
  5. ICICI Bank - 4.11%
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