- Mutual Funds
- HSBC Mutual Fund
- HSBC Flexi Cap Fund (G)
Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 226.416
NAV (Oct 15)
Fund Returns
Last 1Y | 46.5% |
Last 3Y | 19.2% |
Last 5Y | 22.2% |
Last 10Y | 14.6% |
Since Inception | 17.4% |
6 Month CAGR | 20.4% |
Scheme Information
The scheme seeks long term capital growth through investments made dynamically across market capitalization. The investment could be in any one, two or all three types of market capitalization. The scheme aims to predominantly invest in equity and equity related securities.
Expense Ratio | 1.93 |
Launched (0y ago) | 1.93 |
AUM in Crores | 5165 |
ISIN | INF336L01AF5 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Flexi Cap Fund (G) | 12,90,534 | 5,57,922 | 22.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
4.6%ICICI Bank Ltd.
4%Infosys Ltd.
3.9%Reliance Industries Ltd.
3.8%Bharti Airtel Ltd.
2.7%Allocation by Sector
Financial
20.4%Capital Goods
11.7%Technology
9.7%Services
8.8%Automobile
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.5% | 17.7% | ||
25.1% | 22.7% | ||
5.8% | 5.9% | ||
5.6% | 7% | ||
4.4% | 6.6% |
HSBC Flexi Cap Fund (G) Review
HSBC Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 17.4% over a period of 20 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Neelotpal Sahai, Venugopal Manghat.
Nav of HSBC Flexi Cap Fund (G) as of 10/15/2024 is ₹226.42 with the total AUM as of 10/16/2024 is ₹5164.9557. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Flexi Cap Fund (G) was launched on 2004-02-24. The category risk of the fund is Below Average.
The minimum SIP amount for HSBC Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
It is rated as a 3 fund in Equity and delivered 46.493% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Flexi Cap Fund (G).
Frequently Asked Questions
What is HSBC Flexi Cap Fund (G)?
How to invest in HSBC Flexi Cap Fund (G)?
You can invest in HSBC Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Flexi Cap Fund (G)?
The minimum sip amount for HSBC Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Flexi Cap Fund (G)?
The expense ratio of the HSBC Flexi Cap Fund (G) is 1.93% for regular plan.
What is the NAV of HSBC Flexi Cap Fund (G)?
Today's HSBC Flexi Cap Fund (G) NAV is ₹226.42.