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HSBC Multi Cap Equity Fund - Growth

(Erstwhile HSBC India Opportunities Fund - Growth)

Category: Equity: Multi Cap
Launch Date: 24-02-2004
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.51% As on (31-10-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 327.95 Cr As on (31-10-2020)
Turn over: 99.00
NAV as on Fri Nov 27 00:00:00 IST 2020

94.6757

0.46 (0.4811%)

CAGR Since Inception

14.34%

NIFTY 500 TRI 16.04%

PERFORMANCE of HSBC Multi Cap Equity Fund - Growth

Scheme Performance (%) Data as on - 27-11-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Multi Cap Equity Fund - Growth 10.55 2.18 8.93 10.29 14.34
NIFTY 500 TRI 10.47 6.14 11.28 9.86 16.04
Equity: Multi Cap 8.85 4.99 9.55 10.42 13.25

Yearly Performance (%)

Fund Managers

Neelotpal Sahai

Investment 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.

RETURNS CALCULATOR for HSBC Multi Cap Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Multi Cap Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Multi Cap Equity Fund - Growth 15.47 0.77 -5.3 1.2 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of HSBC Multi Cap Equity Fund - Growth

Period
Data as on - 27-11-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Multi Cap Equity Fund - Growth 24-02-2004 10.55 7.89 2.18 8.93 10.29
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 27.53 20.99 13.85 14.15 0.0
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 27.45 18.63 9.49 11.62 0.0
Quant Active Fund-GROWTH OPTION 21-03-2001 24.97 16.8 10.86 13.13 11.77
UTI - Equity Fund-Growth Option 05-08-2005 22.65 17.97 13.08 12.94 12.68
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 16.14 14.72 10.09 11.82 11.42
Union Multi Cap Fund - Growth Option 10-06-2011 12.62 12.74 7.53 9.14 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 12.42 15.6 7.69 11.85 10.98
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 12.32 11.25 3.37 8.33 7.64
Invesco India Multicap Fund - Growth Option 17-03-2008 12.12 8.71 2.28 8.9 13.66

PORTFOLIO ANALYSIS of HSBC Multi Cap Equity Fund - Growth

Asset Allocation (%)