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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 56.66 | 1.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 52.37 | 0.65 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Multi Cap Fund(IDCW) | 37.64% | — | 40.15% |
Nippon India Multi Cap Fund(IDCW) | 28.17% | 17.15% | 11.01% |
SBI Multicap Fund(IDCW Payout) | 32.10% | — | 19.74% |
HDFC Multi Cap Fund(IDCW Reinvst) | 25.58% | — | 22.05% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
2.86 %
Holdings
2.66 %
Holdings
2.44 %
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
₹ 1,27,889.13 Cr.
Venugopal Manghat
AUM: ₹55,309.56 Cr.
|
Exp: 18yrs
Gautam Bhupal
AUM: ₹36,778.34 Cr.
|
Exp: —
Kapil Punjabi
AUM: ₹46,183.13 Cr.
|
Exp: 6yrs
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%