HSBC Multi Cap Equity Fund (G)

HSBC Multi Cap Equity Fund (G)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Neelotpal Sahai
Fund Horizon OPEN
Inception Date 24-Feb-2004
Scheme AUM(CR) ` 441.09
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 2.54

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 5.77% 5.98%
3 Month 7.19% 9.68%
6 Month 3.67% 7.96%
1 Year 4.37% 12.53%
3 Year 7.51% 13.12%
5 Year 6.63% 9.23%
Since Inception 14.61% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others