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HSBC Flexi Cap Fund - Regular Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: Flexi Cap
Status:
Open Ended Schemes
Launch Date:
24-02-2004
ISIN Number:
INF336L01AF5
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
5048.26
Nav (20-12-2024)
218.5739
CAGR Since Inception:
15.96
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
1.93 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Flexi Cap Fund - Regular Growth 32.23 28.87 19.49 20.1 13.4
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 46.15 35.02 24.01 18.26 15.44
Invesco India Flexi Cap Fund - Growth 38.04 32.8 0 0 0
JM Flexicap Fund (Regular) - Growth option 37.15 35.02 27.76 24.06 17.33
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 34.31 33.35 23.82 0 0
Helios Flexi Cap Fund - Regular Plan - Growth Option 32.07 0 0 0 0
ITI Flexi Cap Fund- Regular Plan- Growth 29.98 0 0 0 0
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 29.9 0 0 0 0
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 29.64 26.22 19.83 20.11 0
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 29.56 0 0 0 0
Fund Manager
Venugopal Manghat, Abhishek Gupta:
Scheme Objective
The scheme aims to invest across all market capitalisations including large, mid and small cap stocks. It will mainly focus on mid-cap companies, which have the potential to become large-caps over time. Though the fund will basically invest in equities, it may move some portion of its assets (up to 50 per cent) into debt and money market instruments, in case equity market tanks. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Flexi Cap Fund - Regular Growth NIFTY 50 TRI Equity: Flexi Cap
CAGR since inception 15.96% 13.95% 18.72%
1 Year 32.23% 12.84% 23.85%
3 Year 19.49% 13.73% 17.26%
5 Year 20.10% 15.28% 18.75%
10 Year 13.40% 12.46% 14.01%
Nav / Index Value as on2024-12-22 5,048.26% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.25
Cash & Cash Equivalents 2.44
Equity 97.31
Company Holding
HDFC BANK LIMITED 4.53
ICICI BANK LIMITED 4.17
INFOSYS LIMITED 3.82
RELIANCE INDUSTRIES LIMITED 2.87
BHARTI AIRTEL LIMITED 2.65
STATE BANK OF INDIA 1.99
LARSEN AND TOUBRO LIMITED 1.97
COFORGE LIMITED 1.96
ZOMATO LIMITED 1.89
TRENT LIMITED 1.74
FAQ's of HSBC Flexi Cap Fund - Regular Growth
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HSBC Flexi Cap Fund - Regular Growth