HSBC Flexi Cap Fund

GrowthEquity Flexi Cap Fund

222.042

22.05%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

49,095

13,095

21.22%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 4,115.56 Cr.

  • Growth

  • 1.96%

  • Equity- Flexi Cap Fund

  • NIFTY 500 TRI

  • 24 Feb 2004

  • HSBC Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.49% 9.78% 12.58% 12.28% 31.21% 26.40% 31.49% 18.13%
Category Average 2.40% 6.23% 7.78% 3.52% 19.88% 19.72% 22.21% 13.59%
HSBC Flexi Cap Fund 2.08% 7.87% 8.31% 5.42% 22.87% 22.05% 22.49% 12.76%
Nippon India Multicap Fund 3.03% 8.59% 12.10% 6.16% 24.14% 26.40% 31.49% 14.72%
Motilal Oswal Flexi Cap Fund 2.52% 8.45% 9.91% 12.18% 31.21% 26.05% 20.12% 13.13%
Kotak Multicap Fund 2.76% 6.41% 5.96% 1.63% 24.57% 25.54% - -
Invesco India Flexi Cap Fund 3.74% 9.78% 12.58% 11.48% - - - -
HDFC Flexi Cap Fund 1.53% 3.51% 10.78% 8.41% 24.40% 24.94% 28.38% 15.21%

Fund Portfolio Details

Equity 97.58%

Debt 0.00%

Others 2.42%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 5.27%
INFOSYS LTD. 4.70%
ICICI BANK LTD. 4.66%
RELIANCE INDUSTRIES LTD. 3.21%
BHARTI AIRTEL LTD. 3.08%
Others 79.08%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 27.03%
Financial 21.71%
Information Technology 12.26%
Consumer Staples 10.88%
Technology 10.88%
Others 17.24%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk