Equity : Multi CapGrowth
6,380.17 Cr.
Growth
2.05%
Equity - Multi Cap Fund
Nifty 500 Multicap 50:25:25 TRI
05 Jan 2023
HSBC Mutual Fund
Know MoreMonthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. HSBC Multi Cap Fund managed by following fund manager(s);
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by HSBC Multi Cap Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Multi Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.04% | 5.45% | 15.08% | 15.08% | % | % | % | % |
| Category Average | 0.78% | 2.71% | 8.15% | 6.32% | % | % | % | % |
| HSBC Multi Cap Fund | 1.23% | 3.65% | 10.20% | 2.51% | 21.63% | - | - | - |
| Kotak Multicap Fund | 0.78% | 7.05% | 12.90% | 4.30% | 23.44% | 22.22% | - | - |
| Nippon India Multicap Fund | -0.09% | 1.85% | 8.86% | 2.50% | 19.88% | 21.38% | 29.02% | 15.20% |
| HDFC Multi Cap Fund | 1.50% | 4.19% | 8.92% | 2.09% | 18.33% | 20.52% | - | - |
| LIC MF Multi Cap Fund | 0.66% | 3.65% | 10.86% | 2.63% | 21.38% | 20.09% | - | - |
| ICICI Prudential Multicap Fund | 0.96% | 2.32% | 6.01% | 1.30% | 19.51% | 19.28% | 23.29% | 14.66% |
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of HSBC Multi Cap Fund are shown below;
| Name of the Equity | Holding Percentage |
|---|---|
| HDFC Bank Ltd | 2.80% |
| FEDERAL BANK LTD. | 2.57% |
| APAR INDUSTRIES LTD. | 2.39% |
| ICICI BANK LTD. | 2.30% |
| RELIANCE INDUSTRIES LTD. | 1.98% |
| Others | 87.96% |
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 24.06% |
| Capital Goods | 20.45% |
| Financial | 17.55% |
| Healthcare | 12.81% |
| Technology | 11.84% |
| Others | 13.29% |
Portfolio Holdings shown is as of 31 Aug 2026
Investors understand that their
principal
will be at Very High risk