HSBC Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 3.17% .
The fund currently owns more than 103 stocks.
The top 10 holdings account for 21.93% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 18.49% | 2.41% |
| 2 Year Return | 63.18% | 17.24% |
| 3 Year Return | N/A | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
3.17%
|
|
| 2 | Financials |
2.77%
|
|
| 3 | Financials |
2.43%
|
|
| 4 | Energy |
2.17%
|
|
| 5 | Financials |
2.03%
|
|
| 6 | Consumer Staples |
1.92%
|
|
| 7 | Pharmaceuticals |
1.92%
|
|
| 8 |
1.88%
|
||
| 9 | Materials |
1.83%
|
|
| 10 | Industrials |
1.81%
|
|
| 11 | Industrials |
1.67%
|
|
| 12 | Health Care |
1.63%
|
Minimum Purchase: ₹5,000
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Multi Cap Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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