How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.16 | 44.28 | 0.63 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 43.58 | 0.82 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Flexi Cap Fund(IDCW) | 12.70% | 10.46% | 8.44% |
HDFC Flexi Cap Fund(IDCW) | 8.67% | 11.70% | 6.26% |
Kotak Flexicap Fund(IDCW-Payout) | 12.07% | 13.50% | 12.85% |
UTI Flexi Cap Fund(IDCW) | 15.60% | 6.44% | 11.89% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
4.68 %
Holdings
4.62 %
Holdings
4.34 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,27,635.75 Cr.
Abhishek Gupta
AUM: ₹15,074.92 Cr.
|
Exp: 16yrs
Venugopal Manghat
AUM: ₹51,253.40 Cr.
|
Exp: 18yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%