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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: S&P BSE 200 TRI
Expense Ratio: 2.59% As on (31-01-2019)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 534.85 Cr As on (31-01-2019)
Turn over: 34.0
NAV as on 20-02-2019


1 (1.2671%)

CAGR Since Inception


PERFORMANCE of HSBC Multi Cap Equity Fund - Growth

Scheme Performance (%) Data as on - 20-02-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Benchmark - - - - -

Yearly Performance (%)

Fund Managers

Mr. Neelotpal Sahai

Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

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.



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

Data as on - 20-02-2019
Scheme Name Launch
Ret (%)
Ret (%)
Ret (%)
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PORTFOLIO ANALYSIS of HSBC Multi Cap Equity Fund - Growth

Asset Allocation (%)